Contracts are used in Ascora to allocate Jobs for a particular Billing Customer for a period of time.
Contracts are used for scenarios when you may do a large number of jobs for a high value client but you will bill them at certain times of the year rather than for every job.
For example you may have a $1,000,000 contract to maintain a number of grocery stores for a large grocery chain. You can set which Sites for the Customer are on the list of those covered by the Contract. You'll bill them for the contract, but not for the Jobs that are allocated to the Contract.
A Contract is defined as:
When a Job is created it is automatically checked to determine if it fits in the Contract definition. If it meets ALL of the criteria it will be assigned to the Contract.
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. |
If a Job shouldn't be associated with a Contract due to the type of work it can be removed.
To access a tutorial video about Contracts you can click the link below: https://www.ascora.com.au/TrainingVideos/VideoViewer/ContractsinAscora |