Set up a maintenance contract

A contract records an agreement to look after a customer’s sites: regular planned visits, faster response times, and reactive work included in the price.

1. Open Contracts & PPM and select New contract.
2. Find the customer and give the contract a Name, like “Harbour View planned maintenance 2026–27”.
3. Set the Start date, End date and Contract value (£).
4. Choose Billing: monthly, quarterly, annually, or not billed by instalment.
5. Choose Renewal: renewed by the office, or renews automatically.
6. Under Reactive work covered, tick what the contract pays for: Call-out, Labour, Parts.
7. Tick the Sites it covers.
8. Select Create draft.

The contract starts as a Draft, so you can add maintenance plans and SLA targets before anything happens.

Switch it on

Select Activate. From then on:

• new jobs at its sites pick up the contract,
• its plans start creating planned visits,
• the billing schedule is set up.

A contract needs at least one site to activate.