In this video, you will:
Learn how contract setup impacts scheduling and invoicing
Learn contract setup tips to help reduce contract changes
Sections
0:00 Introduction
0:23 Creating a Contract
1:43 Creating the Estimate
5:16 Adding a Per Service Invoice Type Service
7:06 Understanding the Payment Schedule
7:37 Sending and Winning the Opportunity
8:27 How Contract Setup Impacts Work Tickets & Scheduling
9:12 How Contract Setup Impacts Invoicing
9:51 Creating a Contract with a Recurring Daily Service with Multiple Shifts
Training Video