How To Create A New Contract Template

1. From the top right corner, click ‘Settings’ icon
2. Now, from the left menu, click ‘Warranty and Agreements’, 
3. Followed by that, click ‘Agreement’ from the middle section
4. Click ‘Add New’ from the top right corner
5. Fill in the required details in each field. There is a tooltip icon you can click to learn more about that field.
6. In the field ‘Duration’, fill the contract duration eg. 1 or 2 and then in the field ‘Period’, fill whether it’s months or years etc. This will cumulatively define the contract duration. Eg. if you selected 1 in ‘Duration’ field and Year in the ‘Period’ field, then the contact is of 1 year
7. In the following fields, you can define the number of Inspections/PMs and Work Orders covered in this contract and their recurrence.
8. Fill in all the required fields, and you may also upload any contract document, such as an MSA or other documents.
9. Once you have filled all the details, click ‘Add’ from the top right corner

Once you do that, this contract template will become available to your team for attaching it to an asset.