Adding a service to a contract

Adding a service to a contract

 Add a service to a contract 

After adding a new client, you need to assign a service to that specific contract. 

Step 1 : Navigute to the Contract menu  

  1. Via Contract Menu
  2. Enter your contract number in the search bar and press Enter


  1. Scroll down and click on it to open the contract parameters

  1. Via the Services tab, click on the + sign button, on the right hand side. It will open up the service menu
  2. Click on the dropdown list to select the correct service
  3. Choose your service
  4. Click on the button Save 
If default prices where added to your Pricing Chart, your price will be reflected. For more information > Pricing Chart - default price



 


Having trouble with this article? Submit a ticket here  --> support@follosoft.com 

    • Related Articles

    • Services

      This function allows you to define the types of service your company provides to its customers via FolloSOFT. Via Management tab > Services You'll then be able to see at a glance the list of services currently available. Note that the services shown ...

    • 4 conditions - Active contract

      Conditions to be Met for a Contract to Appear on the Map The four conditions that must be met for a contract to be visible on the operations map are as follows: The contract status must be ACTIVE. A service and a price must be assigned to the ...

    • Assign a service to multiple contracts

      Many of you may will need to bill a new service at some point during your season. For exemple, if the snowfall exceeds the limit stipulated in a contract, you can now add an extra service fee. To streamline this process, follow these steps : Step 1 : ...

    • Notes

      NOTE TAB Via the client's contract, access the "Notes" tab The purpose of adding notes to a contract is to provide additional information, clarifications, or specific instructions related to the contract. To add a note to a contract, you must select ...

    • Pricing Chart

      This tool allows you to set default amounts for services offered by companies under the same account. Access the sub-menu You can access this page by clicking on Management menu > Pricing Chart 1 : Select criteria Choose the company for which you ...