Patrol Contracts

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Patrol Contracts

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In this window you enter details of the contracts that you have for work carried out on the location.

The application allows you to record multiple contracts for each location although contract service periods cannot run concurrently.

This does allow you to to input contractual changes in advance.

Select the Contracts Tab at top of the window, the Contracts window will be displayed.

 

Patrol contracts need to be created in order for Patrols to be created and to show on Patrol Learn mode in TelMe.

Creating a new location just for Patrol auto creates the Patrol contract for you.

 

Patrol Contract Details

Patrol Contract Details

 

When you first enter the window the Contract field at the top of the window will be blank, this will be populated when you create the contracts for your new location.

Enter the details of your contract in the fields displayed.

The contract reference will be the contract number that you have issued to the customer and will be used for invoicing purposes.

Although this isn't a required field if you wish to export data for billing or other third party applications this can be used as their external reference.

The Start Date of the contract should be entered. (Note that if the contract start date is in the future then the location will be inactive until the start date is reached)

The contract End Date can be entered if known at this time.

You can now select the Public Holiday calendar that is applicable to the contract, by default this will be the calendar set at branch level.

 

Click on the ‘Save’ button to save your new contract.

The contract drop down list on the left of the window will now display the new contract.

If you have more than one contract to set up at this time, select the ‘New’ button.

The new contract will be displayed in the Contract drop down field and new blank record is displayed. The existing contract will be closed.