How to Add Additional Equipment to an Existing Maintenance Contract

To add additional Equipment to an existing contract, open the Maintenance Contract. Then, on the Equipment tab, using the search field at the bottom, enter the Equipment number that you wish to add or alternatively search for it using the […] button.

Add a Start Date for this item of equipment. This should be the date that you wish the cover to begin. Enter the End Date if known, but leave this blank if this is not known. The Invoice From date will automatically default to the value entered as the Start Date, but can be changed if necessary.

If you wish, you may then set a Sync Date. This allows you to run an invoice up to this date, so that all the equipment lines have been invoiced up to the same point, and will produce neat invoices from then on. This is done by entering the same Sync Date on all of the Equipment lines. When you then next invoice the contract, the Sync Date will blank out to indicate that all of the equipment lines will be invoiced up to the same point. E.g. A piece of equipment added mid-month on a monthly invoiced maintenance contract would have the end of the month as the sync date so that the following month all invoices raised for the entire month for all pieces of equipment.

Enter a response time as necessary if this is different to the one set in Settings. Finally, you only need to enter the charge for this piece of equipment. If you are invoicing per service job rather than invoicing the contract, then leave this charge at zero and set the fee against the service schedule for this piece of equipment.