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Configuring contract terms gives you an opportunity to lock your clients in for a specific period of time. This works in conjunction with rate plans to offer your clients a reduced rate for agreeing to your contract terms. For example, managed servers are $100 a month without a contract, but $90 a month with a two-year contract.
Steps
Access the Contract Terms Page
- From the Ubersmith Dashboard, click Setup.
The Ubersmith Settings page appears. - From the Clients section, click Contract Terms.
The Contract Terms page appears. - Click Add Contract Term.
The Add Contract Term page appears.
Complete the Add Contract Term page
- In the Name field, enter the name of your contract.
- In the Term field, enter the number of months your contract will cover.
- In the Status field, select Active.
- Click Save.
Your contract term displays in the Contract Terms page.
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Related Topics
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Managing Contract Terms
Adding Rate Plans
Managing Rate Plans
Adding Services
Managing Services
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