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.

The Site tab shows a list of Sites which are linked to the Contract. You can also add a new Site from here.

For more information on Sites, please see the Site page.

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.

For more information on Equipment, please see the Equipment page.

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.

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.

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.

See below for details on these fields:

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 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.

Public and Private attachments are visible or invisible to Mobile users respectively.