Contract Detail

The Contract Detail screen can be accessed from the Service Agreements screen or the Customer Equipment screen by clicking on a Contract Number.

The Contract Detail screen allows you to view contract details on a service agreement.

The following is a description of the Information fields that appear on the Contract Detail screen:

Information
Field Description
Name The customer's name.
Business Phone Number The customer's business phone number.
Salesperson The salesperson assigned to the customer's profile.
Make The manufacturer of the unit.
Model The model number on the unit.
Description A brief description of the unit.
Serial Number The unit's serial number.

The following is a description of the fields that appear on the Contract Detail screen:

Field Description
Stock Number

The stock number of the unit.

Contract Number The service agreement contract number.
Current Hour Meter The current hour meter reading on the unit.
Hour Reading Date The date the unit's hour meter reading was recorded.
Program The service program associated with the contract.
Location The branch location where the job will occur.
Start Date/Hours The date and hour the labor on the contract started.
Expiry Date/Hours The date and hour the contract expires.
Usage/Week The amount of hours the unit is used per week.
Pricing Customer The customer number associated with the Labor Pricing screen.
Rate Code Defines the technician's rate per hour (optional base on user group settings).
Reserved $ The reserved amount for the entire service agreement (e.g., how much you sold this agreement for). This value must be entered manually.
W/O Billed $ The total dollar amount billed on all completed work orders.
Projected $ This is calculated as the reserved amount less all completed jobs, less the value of all remaining jobs.
Status The current status of the contract.
Interval The unit's current hour meter reading.
Scheduled The day the contract is scheduled to start.
Description A brief description of the service.
Work Order The work order number.
Location The branch location.

Click on a Stock Number to open theEquipment Profile screen.

Click on the Current Hour Meter entry to open the Update Hours screen.

Click on a Description to open the Job Code Details screen.

The following buttons allow you to complete your work on the Contract Detail screen:

Button Function
Back Closes the Contract Detail screen and returns to the previous screen.