In Zuper, the Contracts Module enables businesses to efficiently manage service agreements, ensuring seamless execution, tracking, and maintenance of contractual obligations. It provides a centralized platform to define contract terms, automate invoice generation, and monitor contract-based jobs, helping businesses stay compliant and organized while delivering consistent service.

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Key Benefits of the Contracts Module

Automated Invoice Generation Effortlessly generate recurring invoices based on predefined billing periods, payment terms, and invoice templates, reducing manual work and ensuring timely payments. Seamless Contract Associations Link contracts with customers, assets, properties, jobs, and invoices, centralizing all contract-related data for streamlined workflow management. Recurring Service & Maintenance Automation Schedule and automate preventive maintenance and recurring job assignments to ensure timely service fulfillment and contract compliance. Parts & Services Management Automatically populate contract-specific parts and services, apply predefined pricing structures, and offer discounts at the transactional or line-item level based on business needs. Advanced Contract Filtering & Search Apply and save custom filters to quickly locate specific contracts based on status, renewal dates, contract types, and other attributes, improving accessibility and organization. Invoice & Payment History Tracking Maintain a detailed record of contract-related invoices, modifications, and payments, ensuring complete financial transparency and easy auditability. Follow up Reminders Set up automated reminders for contract renewals and expirations, helping businesses take proactive action to extend agreements and maintain uninterrupted service. Customizable Contract Templates Personalize contract formats with company branding, service terms, and payment conditions, ensuring consistency and professionalism in customer interactions. User Roles & Permissions Define access controls and approval workflows by assigning contract-related permissions to specific team members, enhancing security and operational control.