Creating a contract template
Firstly, navigate to Admin > PSA Options > Contract Templates
Select Add Contract Template
You'll be presented with the following screen. Enter the details of your Template.
- Template Name
- Contract Icon/Colour
- Description: A brief description of your contract
- SLA Policy: The SLA to be applied to this contract
Proceed by clicking Save
Add a rate by selecting Add Contract Rate. You'll be presented with the following screen.
Rate: Use the drop down to select the rate
Proceed by selecting Save