This KB 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 displays.|
|3. Click Create Contract|
|The Add Contract Page Displays|
|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 setup 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|