With the Customer Contract add-on, you can streamline the management of contracts for customers with multiple contracts. Designed to give you easy visibility of every contract in your system, as well a suite of management tools including:

• The ability to write jobs, quotes and PPM activity to specific contracts.
• Define user groups to control access
• Automate contract renewal
• Apply predefined selling rates and job types linked to individual contracts

To add the Customer Contract app to your Joblogic installation, please get in touch with your Customer Success Manager. Once activated, you will be able to immediately begin setting up contracts through a user-friendly interface, optimising contract management for accurate and efficient service delivery across all customer sites.

Key Benefits:

• Streamlined Contract Management: Easily manage multiple contracts for various customer sites, improving visibility and operational efficiency.
• Job and Contract Linking: Link jobs, quotes, and Planned Preventative Maintenance (PPM) directly to contracts, ensuring consistent service delivery tailored to contractual obligations.
• User Permissions and Group Management: Set user-specific permissions to control contract access and modification, with the flexibility to manage user groups and roles for enhanced contract control.
• Automated Contract Renewals and Cancellations: Ensure contract continuity with automated reminders and renewal notifications, while providing seamless options for contract cancellation when necessary.
• Service Accuracy: Automatically apply predefined selling rates and job types linked to contracts, minimising manual errors and streamlining the job logging process.
• Comprehensive Integration: The module integrates effortlessly into the Joblogic system, allowing users to manage complex contract layers with ease and precision.
• Enhanced Flexibility: Customise contracts with options for review dates, site-specific details, and flexible renewal terms to meet customer needs.