Enabling Service Contracts

You can use ServiceCEO to create service contracts for your customers. For more on Service Contracts, please read the Service Contracts sections.  

To enable service contracts:

  1. Select Tools > Options or press CTRL+O. The Options dialog box appears.

  2. Click Contracts from the Categories bar. The Contracts Options page appears.

  1. Select the Enable Service Contracts check box to enable the use of service contracts.

  2. Select the Print the Disclaimer and Agreement statements on Contracts check box to include the disclaimer and agreement on printed invoices.

  3. Click Edit Disclaimer. The Edit Disclaimer dialog box appears.

  1. Edit the disclaimer as necessary.

  2. Click Save. The new invoice is saved.

  3. Click Edit Agreement. The Edit Agreement dialog box appears.

  1. Edit the agreement as necessary.

  2. Click Save. The new agreement is saved.

  3. Type the subject line for your e-mail message in the E-mail Subject Line field.

  4. Type the text of the e-mail message in the E-mail Body field.

  5. Click OK. The Contracts Options dialog box closes.

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See Also: Service Contracts Table of Contents

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