Maintenance

Maintenance contracts

• Setting up a maintenance contract Record periodic maintenance per customer — how a contract works, how to create one and where to find them.
• Completing a maintenance visit and scheduling the next Complete a visit from the calendar, not from the contract — otherwise the contract stays "overdue" and a new visit is ad…
• How maintenance visits get scheduled automatically 4planning schedules maintenance visits itself once the target date comes into view — here's what happens and why visits …
• Scheduling, editing or cancelling a maintenance visit Schedule a visit yourself from the contract, and make sure you create the right kind of appointment — otherwise it belon…
• Editing, cancelling or deleting a maintenance contract Cancelling stops new visits but not the reminders already scheduled — and deleting wipes the entire history. Here's the …