Service Contracts for Professional Services

What is the best way to add a service contract to a partner so we can open service calls and know what the service contract covers? some customers have multiple service contracts and some have none. it is important for the tech that opens a service call to know what is covered, if anything. this is a helpdesk type environment.

Hi Dale
When using contracts of type item, the contract has a relationship to something that you sell, and can therefore be tracked. When using a Customer type contract, there is no relationship and thus difficult to state what the contract covers. My suggestion would be to create multiple Non inventory items (service items) and link these to the usual Customer Equipment Cards and Contracts. Create 1 contract for each Service Item that is covered. The item description will have to contain as much detail as can fit into 100 characters and your users can then see this in the Item Tab of the contract.
If you decide to go with a Customer type contract these details can only be added to the Remarks field of the contract.
Hope this helps
Kind regards
Peter Juby

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