Differences

This shows you the differences between two versions of the page.

--- contract [2021/08/19 14:18] – [View/Edit Contract] darryl
+++ contract [2023/06/21 10:55] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
 ====== Contract ======
-The Contract page is part of the Customer Module, it is where you can set up Call2Field to apply charges and levels of cover to any specific site, groups of sites, or even equipment. The Contracts are created and linked to a [[customer]], it can then be linked to various [[Site | Sites]] or [[Equipment]] based on what you'd like to link it to.
+The Contract screen is used to set up Contracts against [[Customer|Customers]] within Call2Field. Contracts can be used to set up specific working time and charges for a Customer and their [[Site|Sites]]/[[Equipment]].
+A Contract is created against a Customer, and can then be linked to specific Sites or Equipment based on what the Contract is for.
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@@ Line 8: / Line 10: @@
 Clicking on the Contracts option on the Customer Module Will open the Contracts list view, here you can view all the Contracts that you currently have, you can use the search boxes at the tops of each column to look for a specific contract e.g. Customer Name.
-''Insert Image Here''
+{{ :contractlist.png?nolink&800 |}}
 If there is any info that isn't immediately visible from any of the columns (e.g. Contract Reference) you can use the "Advanced Search" option to find any extra info that isn't shown on the list view.
 You can add new contract from the list view page, you can either do this by clicking the "add new contract" button at at the top of the list view page, or you can hover over the Customer Module on the left of the window and clicking the "+" next to the Contract option.
+You can also show or hide inactive contracts by ticking the "Include Inactive Contracts" tickbox. Contracts which are inactive will show up in red.
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@@ Line 35: / Line 39: @@
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-==== Invoicing Contracts ====
+===== Tabs =====
-Contracts can also have routine invoices set up, to do this go to the "Invoices" tab at the top of a contract record.
+==== Site ====
-when on the Invoices tab, enter the next Invoice date, the cycle (and whether it’s Months or Weeks), the Unit Charge and then choose Advance or Arrears. Click ‘Payment Schedule’ and it’ll generate a grid of payment dates. This will now be ready to Invoice once you reach those dates in your Invoicing cycles.
+The Site tab shows a list of Sites which are linked to the Contract. You can also add a new Site from here.
-''Insert Image Here''
+{{ :contractsitetab.png?nolink&800 |}}
+For more information on Sites, please see the [[Site]] page.
+----
+==== Equipment ====
+The Equipment tab shows a list of Equipment items which are linked to the Contract. You can also add a new Equipment record from here.
+{{ :contractequipmenttab.png?nolink&800 |}}
+For more information on Equipment, please see the [[Equipment]] page.
+----
+==== Invoicing ====
+Contracts can have routine Invoices set up. To do this, go to the Invoicing tab, and fill in the Invoice Cycle details. Enter the Invoice Date, Cycle, Unit and Unit Charge. You can also choose whether billing is in advance or arrears. Click 'Run Payment Schedule' to generate a list of upcoming Invoices for this Contract.
+{{ :contractinvoicingtab.png?nolink&800 |}}
 You can click the pencil icon to change the Date or Value of any individual planned Invoice, or you can change the details above and click ‘Payment Schedule’ again to re-calculate all of them.
+To generate the Invoices, please see the [[Invoice Generation]] page.
+----
+==== Charges ====
+The Charges tab is used to set up Contract specific charges. The Default Charges line can be used to set a blanket charge, and then additional lines can be added for each specific [[Call Type]].
+{{ :contractchargestab.png?nolink&800 |}}
+See below for details on these fields:
+^Field^Description^
+|Call Type|The Call Type you wish to assign the charges to. There is also a default line here|
+|Callout|The cost of a callout|
+|Work Time|The hourly labour rate|
+|Travel Time|The hourly travel rate|
+|OOH Callout|The out of hours cost of a callout|
+|OOH Work Time|The out of hours hourly labour rate|
+|OOH Travel|The out of hours hourly travel rate|
+|Callout Included|The number of hours that are included in the Callout cost|
+|Rounding Factor|Rounding of charges, e.g. every 1 hour, or every half hour (0.5)|
+|Minimum Qty|Smallest unit of time that will be charged|
+|Single Charge|Ticking this will only charge the Callout on the first [[Field Report]]|
+----
+==== Attachments ====
+The Attachments tab is used to store files against a record. Many screens have an attachments tab, but all function in the same way.
+{{ ::attachments_list.png?nolink&800 |}}
+To add a new Attachment, click the 'Add Attachment' button or drag & drop your file onto the yellow box.
+You can then view and download these whenever you need to using the eye and download buttons on the record.
+To Edit an attachment, click on the pencil icon on the left of the list. This will open up the edit window where you can re-upload it, change the description or change it's privacy settings.
+{{ :attachment_add.png?nolink&600 |}}
+Public and Private attachments are visible or invisible to Mobile users respectively.