This article will show you how to create a new, hourly type contract in Atera. This contract can be used when you want to charge the customer for work-hours based on a specific hourly rate (a standard break/fix model).
Required fields:
- Contract Type
- Primary Rate
To create an Hourly Contract, follow the steps below:
1. From the left-hand panel click Customers. |
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2. Then select the required customer. The Customer page appears. |
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3. Click Create Contract. |
The Add Contract Page appears. |
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4. Enter the contract header details: |
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5. Select the Contract Type Hourly. |
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6. Select the Billing Period. Note: For ad-hoc billing, select the On Demand option (only available for Hourly type contracts).
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7. Select the Primary Rate. |
Note: All the work time captured is automatically allocated to the primary rate. This time designation can be edited within the ticket using the Work List as required. |
8. Select the Additional Rate. |
Note: Additional Rates are used to create specific rates within a contract for Off SLA work. Different rates can be based on type of work etc. |
Note: If you have not yet set up the rate type required you can do this now by clicking Add Rate. |
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8. Select the SLA Plan. |
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9. Enter any contract Notes as required. |
10. Click Save. |
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