Fulfilling Service Contracts

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 on the Service Contract page.

The following table describes a sequence of tasks, with links to the topics that describe them.

Planning Service
Delivering Service
Setting Up Service Management
Create Service Contracts and Service Contract Quotes

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