Purpose: Different contract categories enhance organisation, reporting, accessibility, and overall workflow management efficiency. Creating new categories saves administrative time by clearly indicating which contracts to use for specific purposes.

View setting

➡️ Profile icon > Settings > Contracts > Contract categories > View 
🔗️ Interactive Guide

Add contract category

➡️ Add contract category > Complete the side panel > Save

• Category Name: Indicates the category's purpose and will be displayed on reports.
• Category Description: Aids users in understanding the category's relevance and ensures accuracy when allocating it to an appropriate contract template.
  
  

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These contract categories are utilised for reporting purposes, allowing you to monitor the volume of specific contracts sold. Here are some examples of names and descriptions:

1. Maintenance Contracts
   • Contracts specifically designed for regular maintenance tasks, ensuring equipment longevity and optimal performance.
2. Service Agreements
   • Contracts outlining service terms and conditions. Agreements detailing the scope of services provided, including response times, service levels, and pricing structures.
3. Warranty Contracts
   • Contracts specifying warranty coverage, duration, and conditions for repair or replacement of defective products.
4. Subscription Contracts
   • Agreements for subscription-based services, often with periodic billing cycles and automatic renewals.
5. Project Contracts
   • Contracts tailored for specific projects, including project scope, deliverables, milestones, and payment terms.

Edit a contract category

➡️ Locate the category in list > Edit > Update the side panel > Save

Delete a contract category

➡️ Locate the category in list > Delete > Type 'Delete' > Delete

"Planned Preventive Maintenance" and "Service Plans" are default categories that cannot be deleted.

A contract category cannot be deleted if it has been linked to an active contract template.