Introduction: Contracts Management

In this section, we will cover how to manage contracts in WhosOnLocation. You must have the Service Provider Manager user role assigned to access this feature.

Managing your service providers’ contracts in WhosOnLocation makes it easy to get visibility over current, expiring, and historical contracts. It’s important to ensure that everyone who is coming to your location is currently contracted to do so. It is also important to be pro-active when contracts are coming to an end and to ensure no disruption of business.

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WhosOnLocation makes it easy for you to manage contracts using the 'Contracts' feature built into Service Provider Management. You can group similar contracts together using their Contract Type, send Expiry Notification Emails to relevant users when contracts are coming to an end, track the specific details and upload documents for individual organizations’ contracts.

More Information

Please visit this Helpdesk article to learn how to configure your Contracts Settings.

And visit this article for How to Add Contracts to a Service Provider Organization.

Future Improvements

We will be releasing updates to this feature over the coming months including:

  • Triggers based on contract expiry and type
  • Managing contracts through the Service Provider Portal
  • Importing contracts through CSV import
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