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).
- Contract Type
- Primary Rate
To create an Hourly Contract, follow the steps below:
|1. From the left-hand panel click Customers.|
|2. Then select the required customer. The Customer page appears.|
|3. Click Create Contract.|
|The Add Contract Page appears.|
|4. Enter the contract header details:|
|5. Select the Contract Type Hourly.|
6. Select the Billing Period.
Note: For ad-hoc billing, select the On Demand option (only available for Hourly type contracts).
|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.|
|8. Select the SLA Plan.|
|9. Enter any contract Notes as required.|
|10. Click Save.|