In this article we’ll be going over how to use the Contract Recommendations option to associate visits that are already scheduled but not tied back to a contract where that service is included.
To start of go to Main Menu > Visits > Click open under Visits
From here simply click the ‘Show Contract Recommendations?’ option and it will display all visits that could be tied back to an open contract where that visits exists in the contract.
From here you can simply click the Mass action dropdown on the left and use the Mass Associate Contract Recommendations to then automatically tie those back to the correct contract.
After clicking this you'll receive the following message, as stated this will also update billing to match what was setup in the contract.
Once you click confirm it will go through and associate those visits back to the contract and remove them from the Contract Recommendations list.
If any visits are left over then it wasn't viable to include those in the mass action (Usually due to multiple open contracts it could tie to) and you'll need to go in and manually tie those to the correct contract in the Visit.