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- Under the Advanced menu, select Contracts.
- Click New Contract.
- Select the Billing Customer for which the Contract will apply.
- Enter the Start Date and End Date for which the Contract will apply.
Note: Only Jobs created in this date range will be added to the Contract. - Save the Contract
- After the Contract has saved select the Sites that are In Contract.
Removing a Job from a Contract
If a Job shouldn't be associated with a Contract due to the type of work it can be removed.
- Open the Job.
- Click the Remove from Contract button.