Category: Module 2: Contract Management

Creating New Contract: Below are the four different approaches that could be used to create new Contract: 1. New Contract – From Template: Browse to Contracts (Zap PSA Contracts) and click “New  + From Template” 2. New Contract – Blank Contract: Browse to Contracts (Zap PSA Contracts) and click “New” 3. New Contract from Sub-grid […]

A Contract is the heart of this PSA system. So whether you want to calculate the extended price of time-entry or manage your support billing then a valid contract record needs to be created for your Customer. A Contract record stores details about: Contract Type Billing Methods Contract Rate Staff and their hourly rates Contract […]