I suggest you ...

Link asset to a contract

Our business is mostly services contracts,

it would be nice to be able to link an asset to a contract in a way that when you open a contract you would be able to see the asset, as well as when you open an asset you see it has a contract.

22 votes
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  • info commented  ·   ·  Flag as inappropriate

    Yes!! this would help us for our workaround in your system for our Rental Contracts.

  • Gerianne Chapman commented  ·   ·  Flag as inappropriate

    what's the status of this suggestion. I need to be able to link as asset to a contract - similar to how it's done or tickets - has a decision been made on this?

  • Dana Schmutz-Borked PC commented  ·   ·  Flag as inappropriate

    I would love this to happen. I don't mind manually attaching the assets to the contract. It would be nice to see a field in the asset notating the contract like a link to the contract.

  • Nicola Bray commented  ·   ·  Flag as inappropriate

    I love this CRM system however I do spot a need to be able to manage my Support contracts more easily. So... the first thing would be when adding a new customer I would next add all of their assets (or printers) so we can see at a glance what printers they have. This will help us support them on repairs, ink, paper supplies etc...as customers often forget if they have an A1 or A0 size printer which impacts what paper and parts can be supplied to them.

    The next thing would be if the customer decides to put 1 of the printers on contract it would be great if we could simply click on a link next to the asset so that it pulls all of the asset data such as Printer model and Serial Number automatically and then allows us to add in the contract info such as start date and end date, to set an annual service date - and have it remind us to renew with the customer a month before the contract starts to expire. Thank you :-)

  • Isaiah commented  ·   ·  Flag as inappropriate

    Why we would like this is that we sell services that are attached to a customers device in retail, if they want 2 devices covered they pay for 2 subscriptions, i need my techs to be able to know which assets the customer has paid to have covered.

  • Clay Vaughan commented  ·   ·  Flag as inappropriate

    @Troy. Sorry, I've been busy working the grind. We need to be able to attach a contract to an asset. Manually attach would work for me! Or you could use the same table that you use for adding an asset to a service ticket. That seems to work nice. I'd love to chat with you guys about this in further detail. Feel free to contact me. I'm sure you guys have my number.

  • Clay Vaughan commented  ·   ·  Flag as inappropriate

    What I was trying to do was get the ability to add a customer's individual asset to an existing (or new) contract. Just like when we create a service ticket and then add an asset to that ticket.

    We have clients with 20+ systems that we've serviced and they want to contract only certain systems. The ability to attach individual assets would allow us to know which systems are already covered by their contracts.

  • Pat Foraker commented  ·   ·  Flag as inappropriate

    I would want to be able to select which assets, not all assets would fall under the same contract, or there could be multiple contract for different assets as well, I would think a blanket link would be problematic.

  • Anonymous commented  ·   ·  Flag as inappropriate

    Troy, you would be able to create an contract then under that contract place covered assets.

  • Clay Vaughan commented  ·   ·  Flag as inappropriate

    This is a wonderful idea! We have clients with multiple assets but only one or two of them actually under contract. If we had the ability to add them to a contract (like we add them when creating a ticket) that would be excellent. If the asset also showed us that it is under contract (with an expiration date of the said contract) that would be an enormous benefit! Kudos to rmontero for the idea.

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