contract management tutorials

Manage customer contracts from start to finish with confidence. Our Contract Management tutorials show you how to create, manage and maintain service contracts within ServiceTracker, helping you keep recurring work organised, improve customer retention and ensure nothing gets missed. Whether you're setting up a new contract, reviewing service schedules or managing renewals, these step-by-step videos will guide you through every stage of the process.

Learn how to configure contract details, service frequencies, pricing, invoicing, renewal dates and customer-specific requirements. You'll also discover how ServiceTracker automates recurring schedules, tracks contract performance and helps you stay on top of upcoming renewals, giving you complete visibility of your contract portfolio.

From a single contract, ServiceTracker can automatically generate years of recurring work, invoices, technician schedules and customer reports—saving hours of administration while ensuring every visit is delivered on time.

Amending Schedules in ServiceTracker

How to Terminate a Contract, Customer or Schedule in ServiceTracker