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If a particular Job does not fit the definition of a Contract - for example if may be a capital works Job and the Contract is only for Maintenance - it can be removed from Contract from the Job Details.


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Creating a Contract

  1. Under the Advanced menu, select Contracts.
  2. Click New Contract.
  3. Select the Billing Customer for which the Contract will apply.  
  4. 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.
  5. Save the Contract
  6. 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.

  1. Open the Job.
  2. Click the Remove from Contract button.


Tip

To access a tutorial video about Contracts you can click the link below:

https://www.ascora.com.au/TrainingVideos/VideoViewer/ContractsinAscora