Post-sale
Contracts, customer subscriptions and assets.
Contracts
1.Contracts overview
What a contract is, its statuses, and how to find contracts on the Contracts page and in views.
2.Create and edit a contract
Every field on the contract form, adding the people who sign, and how to edit, clone and delete contracts.
3.The contract detail page
What is on a contract's page, its tabs, how to change its status, and how to preview and download the contract document.
4.Contract milestones, renewals and obligations
Record the steps, promises and renewals of a contract on its Milestones, Obligations and Renewals tabs.
5.Contract signatures, risks, SLAs and metrics
Record who has signed a contract, what could go wrong, the service you promised and how the contract is doing.
6.Contract settings and templates
Set up contract numbers, contract types and the templates that become your contract documents.
Subscriptions
7.Subscriptions overview
What a customer subscription is, its statuses, and how to find subscriptions on the Subscriptions page and in views.
8.Create and edit a subscription
Every field on the subscription form, from product and customer to billing cycle, trial and price, and how to edit, clone and delete subscriptions.
9.The subscription detail page
What is on a subscription's page, and how to record a payment, cancel, reactivate or convert a trial.
Assets
10.Assets overview
What an asset is, its statuses, and how to find assets on the Assets page and in views.
11.Create and edit an asset
Every field on the asset form, from product and customer to warranty and value, and how to edit, clone and delete assets.
12.The asset detail page
What is on an asset's page, its tabs, how to change its status and add its location.
13.Work orders and service schedules
Record repair and maintenance jobs on an asset with work orders, items and technician visits, and keep maintenance plans with service schedules.