I need contracts to be able to create recurring tickets that link to the customer and the field calandar.
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Anonymous
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Alfredo commented
Our customer need Monthly and quarterly site visits on specified or approved dates. this would be similar to re-occurring tickets but be billed against a contract. Similar to pre-paid hours.
Very Helpful option -
Tim Nyberg commented
I think there are similar ideas to this but I agree. There needs to be a contract management system in place that is seperate from everything else so it can be attached to different clients customized, have many versions of contacts and connected to eSign or something similar so we can keep signed contacts connected to clients customer file.