This article will cover how to locate & filter the Contracts/Seasonal Agreements log. In addition, we will introduce the Bulk (mass) Actions users can take from this log directly.
Knowing how to access and begin to manage your contracts/seasonal agreements is essential to servicing your customers and prevent leaving revenue on the table.
Reminder: Once an Estimate is approved, a Contract/seasonal agreement is generated to the system.
Once users have logged into their FieldCentral web account, navigate to the Main Menu and select “Sales & Est.”.
Click “Open” on the Contracts section.
From here, users are be able to use the search filters provided to narrow down a list of Contracts and use the Bulk (mass) Action icons in the top right of the screen to Print, Download, and Email all filtered Contracts on the screen.
Navigate to Contracts the next time you login to FieldCentral and see which actions you can take to bulk manage as needed.