How to get to Create Contract Orders: Click on
Schedule, then
Create Contract Orders.
Create Contract Orders automatically generates preventative maintenance schedule records for
customers with service contracts on the
schedule board.board. This is based on the months to service in the customer's service contract file.
The Contract
Work Orders remain on the
schedule board under the
PM column until assigned to a technician for maintenance to be performed.
This process should be done once a month.
- Choose the Month to create from the drop down menu.
- Click the Create Orders button to create contract orders for the next month.
- This process is very important for contract customers.customers. Be sure Work Orders are created on a regular basis to ensure contract customers receive their scheduled maintenance.
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