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servicemanagement_generating_a_m_3315
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Generating a maintenance contract quote involves the following:
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Maintenance Contract Quotes
Maintenance Contract Quotes
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Assigning Tasks and Task Lists
Assigning Tasks and Task Lists
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Note

When generating a maintenance contract quote that has a task list with inactive tasks, only the active task codes will be assigned to the contract quote. You can print a report prior to generating the quote by selecting Print > Quote Inactive Tasks that shows any inactive tasks or task lists on the contract quote. This report will automatically print after generating if there are any inactive tasks or tasks lists that were not added to the new contract quote.  See Setting up Maintenance Task Codes and Task Lists.


Step 1: Complete the Upper Half of the Contract Quote Window

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