Contracts

Contracts define which contractor covers which assets, at which facilities, for what time period. They are the central link between contractors and assets.

Why They Matter

Contracts are used by the automatic assignment system. When a work order is created, the system looks for an active contract that covers the asset and automatically assigns the work to the correct contractor.

Contract List

The list shows:

• Contract number
• Title
• Contractor
• Client
• Status
• Start/end dates
• SLA

Creating a Contract

1. Click Add Contract
2. Fill in the details:

Contract Identity

Field	Description
Contract Number	Unique reference number
Title	Descriptive title
Contractor	Select contractor
Client	Select client
Status	Draft, Active, Expired, Terminated

Validity Period

Field	Description
Start Date	When the contract takes effect
End Date	When the contract expires

Coverage Scope

Field	Description
Facilities	One or more covered facilities
Service Types	Covered service types (e.g. Electrical, HVAC)
Assets	Specific assets (optional, for precise coverage)

Assignment Rules

Field	Description
Auto-assign	When enabled, work orders are assigned automatically
Role	Primary or Backup — primary contracts are preferred
Response Time (SLA)	In hours — used to select the best contractor

Documentation

• Contract file — Upload the contract PDF

3. Click Save

Contract Statuses

Status	Description
Draft	Created but not yet active
Active	In effect — used for automatic assignment
Expired	Past the end date
Terminated	Manually terminated early

Important

Only active contracts are used for automatic work order assignment. Make sure your contracts are active and cover the correct service types.

Primary vs Backup Contracts

• Primary — Preferred by the automatic assignment system
• Backup — Used only if no primary contract is found

If there are multiple primary contracts, the one with the best SLA (lowest response time) is selected.