One way to set up a service management business is to have standard contractual agreements between you and your customers that describe the level of service and the service expectations. You can create contract templates that include necessary information, such as customer, start date of contract, and invoice period.
After you set up the template, you can customize the resulting contract to keep track of service hours, or other items that may vary from customer to customer. You can also set up a contract manually from a service contract quote. Finally, you can adjust your service pricing to keep track of discounts that a specific customer qualifies for, by specifying the discount amount in the Service Contract window.
The following table describes a sequence of tasks, with links to the topics that describe them.
| To | See |
|---|---|
| Handle a service item under multiple contracts. | Multiple Contracts |
| Create service contracts either manually, or from a service contract quote. | How to: Create Service Contracts and Service Contract Quotes |
| Adjust the annual amount of a service contract or contract quote, so make sure that you invoice the right amount. | How to: Change the Annual Amount on Service Contracts or Contract Quotes |
Planning Service
Delivering Service
Setting Up Service Management
How to: Create Service Contracts and Service Contract Quotes
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