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Create And Manage Agreements (Contracts) Categories And Types
- Click on the
‘Settings’ icon on the right side of your screen, adjacent to your profile picture.
- Now, click on ‘Warranty and Agreement’ from the left menu
- Then click on ‘Agreements’ from the middle section, followed by clicking ‘Types’
- From the right top, now click ‘Add New’
- Please fill in the details in the respective fields. Each field has a tooltip to help you better understand it.
- Provide details of how many preventive maintenance/inspection and work order this agreement covers
- 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