> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fentufsm.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Service Contract Wizard

> Create service contracts and automate scheduled maintenance

## Overview

The Service Contract Wizard helps you create service agreements with customers that automatically generate scheduled maintenance work orders. This wizard guides you through a 3-step process to set up recurring service, define covered Service Objects, and automatically create maintenance schedules.

<Note>
  Service Contracts are the foundation of **recurring revenue** and **preventive maintenance** in your FSM operation. They automatically generate work order drafts based on your specified service interval.
</Note>

***

## When to Use the Service Contract Wizard

Use this wizard when:

* Signing a new maintenance agreement with a customer
* Setting up recurring preventive maintenance schedules
* Creating annual service agreements for equipment
* Establishing ongoing service relationships with regular visits
* Automating maintenance work order creation

***

## The 3-Step Process

<Steps>
  <Step title="Contract Details">
    Set up contract information, customer, dates, and service interval
  </Step>

  <Step title="Service Objects & Resources">
    Select covered Service Objects, assign resources, and add contract documents
  </Step>

  <Step title="Generate Planned Maintenance">
    Automatically create scheduled maintenance work orders for the contract period
  </Step>
</Steps>

***

## Step 1: Contract Details

<img src="https://mintcdn.com/fentu/C3pzkSBx7BqIrzJP/images/fentu-fsm/service-apps/wizards/service-contract-wizard-step1.png?fit=max&auto=format&n=C3pzkSBx7BqIrzJP&q=85&s=5315535df47fb35994d0ab4b428d6601" alt="Service Contract Details" width="1280" height="720" data-path="images/fentu-fsm/service-apps/wizards/service-contract-wizard-step1.png" />

Set up the fundamental contract information and scheduling parameters:

### Contract Information

| Field                | Description                                                                            |
| -------------------- | -------------------------------------------------------------------------------------- |
| **Contract Number**  | Unique identifier for this service contract. Auto-generated but can be customized.     |
| **Contract Name**    | Descriptive name for the contract (e.g., "Annual Machine Maintenance - Building A")    |
| **Status**           | Contract status: **Active** or **Inactive**                                            |
| **Service Interval** | How often service visits occur: Weekly, Monthly, Quarterly, Semi-Annually, or Annually |

<Info>
  The **Service Interval** determines how often maintenance work orders are automatically generated.
</Info>

***

### Contract Period

| Field                       | Description                        |
| --------------------------- | ---------------------------------- |
| **Contract Period (Years)** | Duration of the contract           |
| **Start Date**              | When the contract becomes active   |
| **End Date**                | Automatically calculated           |
| **Activation Date**         | When maintenance generation begins |

***

### Customer & Location

| Field        | Description             |
| ------------ | ----------------------- |
| **Customer** | Select the customer     |
| **Building** | Select service location |
| **Contact**  | Primary service contact |

<Note>
  The selected **Building** defines the service location for all generated maintenance.
</Note>

***

## Step 2: Service Objects & Resources

<img src="https://mintcdn.com/fentu/C3pzkSBx7BqIrzJP/images/fentu-fsm/service-apps/wizards/service-contract-wizard-step2.png?fit=max&auto=format&n=C3pzkSBx7BqIrzJP&q=85&s=e0a69b57bc281b7e69431f9da33885c7" alt="Service Objects and Resources" width="1280" height="720" data-path="images/fentu-fsm/service-apps/wizards/service-contract-wizard-step2.png" />

Define what **Service Objects** are covered and what resources are needed.

***

### Covered Service Objects

<Steps>
  <Step title="Click 'Add Service Objects'">
    Opens a modal to select from the customer’s installed equipment
  </Step>

  <Step title="Search and Select">
    Find Service Objects by ID, serial number, or name
  </Step>

  <Step title="Select Multiple Objects">
    Multiple Service Objects can be included in one contract
  </Step>

  <Step title="Confirm Selection">
    Selected Service Objects are added to the contract scope
  </Step>
</Steps>

<Info>
  All selected Service Objects are automatically included in scheduled maintenance work orders.
</Info>

***

### Resources & Teams

| Field                       | Description                                   |
| --------------------------- | --------------------------------------------- |
| **Resources (Technicians)** | Assign technicians for all maintenance visits |
| **Teams**                   | Assign full service teams                     |

***

### Equipment & Materials

<AccordionGroup>
  <Accordion title="Tools" icon="wrench">
    Tools required for servicing the selected Service Objects.
  </Accordion>

  <Accordion title="Vehicles" icon="truck">
    Service vehicles assigned for maintenance visits.
  </Accordion>

  <Accordion title="Parts" icon="box-open">
    Standard parts typically used for maintenance of Service Objects.
  </Accordion>
</AccordionGroup>

***

## Step 3: Generate Planned Maintenance

<img src="https://mintcdn.com/fentu/C3pzkSBx7BqIrzJP/images/fentu-fsm/service-apps/wizards/service-contract-wizard-step3.png?fit=max&auto=format&n=C3pzkSBx7BqIrzJP&q=85&s=d85f118774bcab42b4da4b25aee7c963" alt="Generate Planned Maintenance" width="1280" height="720" data-path="images/fentu-fsm/service-apps/wizards/service-contract-wizard-step3.png" />

Automatically generate scheduled maintenance work orders.

***

### What Happens

The system:

<Steps>
  <Step title="Analyzes Contract">
    Reads contract period, interval, and Service Objects
  </Step>

  <Step title="Creates Schedule">
    Calculates all maintenance occurrences
  </Step>

  <Step title="Generates Work Order Drafts">
    Creates planned maintenance records
  </Step>

  <Step title="Links Service Objects">
    Each draft includes assigned Service Objects
  </Step>
</Steps>

***

### Example Schedule

<CardGroup cols={2}>
  <Card title="Quarterly (1 Year)">
    4 maintenance drafts generated
  </Card>

  <Card title="Monthly (1 Year)">
    12 maintenance drafts generated
  </Card>

  <Card title="Semi-Annual (2 Years)">
    4 maintenance drafts generated
  </Card>

  <Card title="Annual (3 Years)">
    3 maintenance drafts generated
  </Card>
</CardGroup>

***

## What Each Draft Contains

<AccordionGroup>
  <Accordion title="Customer & Location">
    Automatically inherited from the contract
  </Accordion>

  <Accordion title="Service Objects">
    All selected Service Objects are included
  </Accordion>

  <Accordion title="Resources">
    Assigned technicians and teams
  </Accordion>

  <Accordion title="Schedule">
    Calculated maintenance dates
  </Accordion>

  <Accordion title="Contract Link">
    Links back to the Service Contract
  </Accordion>
</AccordionGroup>

***

<Info>
  Work Order Drafts are planned maintenance records. They must be converted into active Work Orders before execution.
</Info>

***

## After Creating the Contract

<Steps>
  <Step title="Contract Saved">
    Service Contract is created
  </Step>

  <Step title="Maintenance Generated">
    Planned maintenance drafts are created
  </Step>

  <Step title="Active Status">
    Contract becomes active
  </Step>
</Steps>

***

## Summary

Service Contracts automate preventive maintenance based on:

* Customer
* Service Objects
* Service Interval
* Assigned resources

They generate scheduled Work Order drafts that ensure consistent, recurring service delivery.