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Add service contract types
A
Written by Allie Ray
Updated over 2 years ago

You can create multiple service contract types with different settings.

On the ‘Service Contract Types’ page

  • Click the Add Contract Type button.

On the ‘Service Contract Type’ view, you can switch between the tabs to enter the appropriate settings.

  • On the ‘General’ tab, you can enter the name and description of the service contract type.

  • On the ‘Plan’ tab, you can enter the following service contract expiration conditions:

    • Miles

    • Months

    • Claims

  • On the ‘Service Request Type’ tab, you can assign the types of service requests that can be created from service contracts of the given type.

  • On the ‘Field Settings’ tab, you can define what service contract fields are required.

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