Create And Manage Agreements (Contracts) Categories And Types

  1. Click on the ‘Settings’ icon on the right side of your screen, adjacent to your profile picture.
  2. Now, click on ‘Warranty and Agreement’ from the left menu
  3. Then click on ‘Agreements’ from the middle section, followed by clicking ‘Types’
  4. From the right top, now click ‘Add New
  5. Please fill in the details in the respective fields. Each field has a tooltip to help you better understand it.
  6. Provide details of how many preventive maintenance/inspection and work order this agreement covers
  7. Once finished, click on ‘Add’ from the top right corner and your agreement template will be ready.

Now, you may apply this template to assets