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global contracts

Global contracts that can be re-used by multiple customers. Ie - set up 'Break Fix' 'Project' 'Retainer' Etc and then just select which one is default for each customer. Unless I'm (and chat support) missing something. We need to create the same contract/s for each customer... which means that if terms ever change within the business we would then need to change each contract/s for each customer.

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Phil Burke shared this idea  ·   ·  Report…  ·  Admin →
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  • John Parker commented  ·   ·  Report

    This is vital and missing.
    We're just in the process of integrating billing with Xero and you need to set the contract for each customer so that when for example you add time to a ticket, you can successfully allocate the labor correctly to the billing product in xero. As we are setting multiple rates for our services based on the type of work (Lvl1, 2, and 3, plus Project) we need to set four contracts for each of our 347 customers.
    So now I need to MANUALLY create 1388 contracts.... yes, I know I can Clone, but its going to take days to finish.

  • Steven Clare commented  ·   ·  Report

    Yes global contract sor ability to create contract templates that you can choose from.

  • Phil Burke commented  ·   ·  Report

    I see that you can 'Duplicate' contracts, but it still seems a little counter intuitive to me. Also surprised that there doesn't seem to be a way to 'completely' edit a customer... ie default contract etc.