Creating a Service Contract #
Contracts can be created manually by an administrator, or automatically when a customer purchases a service_contract WooCommerce product.
Manual Creation #
- Go to Services > Contracts.
- Click Add New.
- Complete the contract form using the field reference below.
- Click Save Contract.
Contract Form Fields #
| Field | Description |
|---|---|
| Customer | Select the customer this contract belongs to |
| Contract Title | Optional display name for the contract |
| Hours Allocated | Total prepaid hours for the contract period |
| Start Date | Date the contract becomes active |
| Expiration Date | Date the contract expires |
| SLA Template | The SLA template that governs this contract |
| Renewal Period | How frequently the contract renews (monthly, quarterly, annually, or none) |
| Hour Rollover | Whether unused hours carry over at renewal |
| Notes | Internal notes visible only to administrators and staff |
After Saving #
Once saved, the contract is assigned a contract number in the format SVC-YYYY-NNNNN. The contract appears in the Contracts list and is available to link when creating service requests.
If an SLA template is assigned, response and resolution timers for requests linked to this contract will be governed by that template’s settings.