Contracts categories

Purpose: Your workflows may depend on a variety of different categories for contracts. This page allows you to add those types, reducing admin time by specifically showing which contracts to use. Within this page you have the ability to add contract categories. 

Please note: The default values on this setting cannot be edited or deleted.

  1. In order to set them up, go to your system settings, scroll to the 'Contracts section' and open up 'Contracts categories'.

  2. The two defaults will be there (unremovable) as 'Service Plans' and 'Planned Preventative Maintenance'. You can create your own on the left-hand side.


  3. Enter a name and optional description and simply hit 'Save'. If you need to make any amendments or simply remove one of your categories, use the 'Edit' and 'Delete' buttons on the right-hand side.