Creating a contract

BEFORE YOU BEGIN  Block Hour, Fixed Price, Per Ticket, and Retainer contracts may be hidden in your Autotask instance because they has been deactivated. If so, you can activate them on the > Admin > Admin Categories > Activations page. Refer to Activations.

Overview

There are three ways to create a new contract:

The contract wizard

To create or edit a contract using the wizard, do the following:

  1. To open the page, use the path(s) in the Security and navigation section above.
  2. Select the type of contract you would like to create. For help with selecting a contract type, refer to Business cases and contract types.

    The contract wizard for the selected type opens.
  3. Complete all required pages and fields that apply to the selected contract type.
  4. Click Finish.

NOTE  Not all pages and fields appear on all contract types.

Troubleshooting

Next steps

When you click Finish on the last page of the New Contract Wizard for a prepaid contract (Block, Retainer, Per Ticket), the setup is not yet complete. You have not yet added any block purchases, retainer purchases, or ticket purchases and their corresponding charges that will ensure that you get paid for your work.

For details, refer to Adding block, retainer, or ticket purchases.