Service Contracts

Store service agreements with client companies in the Service Contracts screen. Keeping this information organized and up-to-date is key to knowing exactly what you do for a company and when the contract expires. The Company Service Contracts report helps monitor expiring contracts.


Company Folder > Service Contracts

Label Description
Service ID Select the appropriate agreement. Add any needed agreement type from the lookup screen.
Description Fills automatically once a Service ID is entered.
Contact The name of the company representative responsible for the service contract. Also include this person's Phone and Fax numbers.
Contract Date Date services begin.
Contract End Date services end.
Renewal Date Date the current contract should be renewed.