The Contract screen is used to set up Contracts against Customers within Call2Field. Contracts can be used to set up specific working time and charges for a Customer and their 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.

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.

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.

Once you're on the Contract add screen, you can create a contract number and assign it to a customer, the start will default to the current date, be sure to change this if necessary and add and end date if applicable.

Once you have filled in all the necessary/Mandatory info fields for the new contract, click the “save Contract” button on the top right of the window to save the new contract record

You can also Load a Contract record in order to view or edit the info on it, to do so double click on any record you wish to view/edit and it will load the record.

From here you can view all the info of the contract, there are tabs located at the top of the Contract window that show further info that relates to that contract e.g. Sites that have that contract applied to them, even Equipment applies to this.

If/when you make any changes to the Contract info, be sure to save the changes by clicking the “Save” button at the top right of the window. You also have the option to create, print and delete Contracts using these options.

Contracts can also have routine invoices set up, to do this go to the “Invoices” tab at the top of a contract record.

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.

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.

The Attachments tab is used to store files against a record. Many screens have an attachments tab, but all function in the same way.

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.