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Service contracts

A service contract records an ongoing agreement with a customer — maintenance, support, a subscription — with its period and status.

Select Service contracts in the sidebar. Filter the list by Status to find contracts that are active or have expired.

  • Select New contract and fill in its customer, period and items.
  • Open a contract to review or update it.
  • Set up the list’s columns, including your own custom fields — see Lists and columns.

This page is a summary. A full guide for Service contracts will follow.