Contracts
Contracts management with control of cases, tasks or hours.
Contract management is one of Airdesk's most versatile features. It aims to be able to control any type of contract. By using the contracts, you'll be able to launch of:
Once there are entries made, Airdesk helps you to control or respond to the following situations:
How many hours are included in the contract.
What the value of the contract is.
How many tasks are left to complete the contract.
When the contract is renewed.
You cannot close a contract while cases or tasks are still open. It will be necessary to close everything before concluding the contract, so that the missing tasks are removed from the employees' agendas.
How many hours were released this month?
Has the client already exceeded the time limit?
Why has this contract exceeded 20 hours?
Among others.
Contract Fields
In order to manage with contracts with accuracy, it's important that you fill out the contract fields presented in the table below:
Field Name
Description
Company
Assign the contract to one of your companies.
Assign to
You can associate the contract with a client or a deal.
Contact
The customer's primary contact for the respective contract.
Pipeline
Which pipeline it’s associated with.
Status
What the status of the contract is.
Nº Sales Opportunity
Number for those who want to identify a number, for example, from the ERP.
Type of Contract
You must first configure the types of contract.
Total Value
Monetary value of the contract.
Minimum billing interval (min)
You can configure the invoicing interval value, for example, 15 minutes.
Rounding margin (min)
You can define a rounding margin, for example 5 minutes.
Estimated time (Hours)
Maximum estimated time you intend to spend on the contract
Start
Contract start date.
End
Contract end date.
Travels
Total number of trips included.
Renewal
Periodicity of contract renewal.
Time Control Periodicity
You can set the frequency of the time control.
Maximum hours per Period
You can manage hours per month, for example, an annual contract that has a maximum of 40 hours per month.
Value per Hour
Monetary value, reference per hour.
Description
Free contract description.
Opening hours
Service timetable included in the contract.
Manager
Who is responsible for the contract.
Departments
Who has access to the contract.
Teams / Collaborators
Who has access, whether user or team.
Followers
Internal note
Internal description that will not be added to exports or notifications.
Attachments
Files attached to the contract.
Special contract fields
There are some display fields that help to manage the status of contracts. These fields are dynamic and based on the settings of each contract.
Originated/Completed
The field allows you to know the total number of dependencies you have so that it can be closed. In the example below, you can see that the respective contract has 4 complete dependencies out of 4.
Control by periodicity
The field allows you to visualize, within the defined period, which contract has exceeded the desired hours. In the example below, you can see that in September contract hours were exceeded.
Exceeded hours
The field allows you to view exceeded hours launched per contract. The arrow indicates whether they were before or after the contract. In the example below, you can see that they were posted 10 hours and 32 minutes before the contract start date and 1 hour after the contract end date.
This field is not used to validate exceeded hours.
Performance
The field allows you to know, without having to calculate hours and in percentage, the number of hours skipped.
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