Adding Contract Details

Contract Details store information related to the location's contractual agreement, such as the start date, renewal date, and scope of work.

Adding Contract Details
Editing Contract Details
Deleting Contract Details

Adding Contract Details

Multiple contracts can be added at a location.

1. Go to Customers > Manage Locations.
2. Click the Edit Pencil in the Actions column on a location.
3. Open the Contract Details subtab.
4. Click + Add Contract.
5. Fill in the information. Required fields are marked with an asterisk (*).
   • Start Date* - When the contract began.
   • End Date - When the contract ends.
   • Renewal Date - When the contract is scheduled for renewal.
   • Contract Value - Total contract compensation.
   • Number of Keys - Number of keys available for location.
   • SOW (Scope of Work) - Summary of scope or statement of work.
     • Character limit: 2000
   • Notes - Any additional comments regarding the contract.
     • Character limit: 2000
6. Click Save to add the contact.

Editing Contract Details

1. On the Contract Details subtab, click the Edit Pencil in the Actions column for a contract.
2. Modify any fields.
3. Click Save to confirm changes.

Deleting Contract Details

Deleted contracts cannot be restored.

1. On the Contract Details subtab, click the X button in the Actions column for a contract.
2. Confirm the action.