Creating a Preventative Maintenance Contract

Preventative Maintenance contracts within Telstra Trades Assist allow you to set in place an agreement for an amount to be invoiced to a customer for any work to be carried out.

This article will show you how to create a new Preventative Maintenance contract, learn how to view and edit an existing PM contract here.

1. Click  from the Side Menu
2. Click
3. Click  in the top right-hand corner

Fill out all fields, as all field are mandatory

4. Contract name – this will be the name of the contract
5. Click  and start typing the customer’s name to attach a customer to the contract
6. Select the Contract Type
7. Click  under First Invoice Date to set a date for the first invoice. Repeat this step for the End Date
8. Click  and choose the option by which you will be invoicing the customer for this contract.

• Invoice Schedule: is the default option and will invoice the customer the contract amount each invoice date irrespective of the work carried out during the invoice period.
• Actuals Only: will only invoice the customer for any work actually performed as a part of this contract, rather than as a part of a schedule.
• Schedule and Actuals: will invoice as a combination of both, where the customer will be invoiced each month as per the contract but also for any work actually performed.

9. Click  to select the appropriate tax code for this contract
10. Click  and enter a number to determine the frequency, then click  and use the drop down to set the required cadence for the contract

11. Click  and set the dollar value for the invoices
12. Enter a description to appear on the invoices by clicking
13. Click  to enter a value of the estimated total cost of the contract
14. Click  to enter a value of the estimated total revenue of the contract
15. Click  and the contract is now done.

Tip: create a repeating job once the contract has been created so that any work related to the contract can be carried out. Learn how to create a repeating job here.