Create a contract or warranty

Create a contract or warranty

Create a contract in the dashboard

Go to Contracts in the dashboard.
Select + Add Contract in the top right corner.
Property

Enter the address associated with the contract.

Note: Be sure to select the address from the Google Places dropdown (see the screenshot below).

This step ensures you can assign a service technician within the service radius.

Click Next.

4. Choose Group and Policy

Select a Policy Group and Next.

Note: Policy Groups are containers for organizing and managing policies.

Choose your Policy

Select pricing: Normal Pricing or Affiliate Pricing and select Next.

5. Choose Options

Select Optional Coverage, not required, click Next.

6. Order Details

Select contract type of Closing or Direct
Enter pricing details

Yearly or Monthly
Payment type
Adjust Pricing
Coverage Period Qty
Notes

Select Next.

7. Owner Contact Info

Fill in all the required owner contact information.
Click Next.

8. Contract Details

9. Affiliates

Note: if you choose a Direct contract type, the Affiliate section will not be displayed.

If there are other parties involved in the contract, like agents or inspectors, add their information.
If there is an affiliate associated with this contract, you can select a referred by affiliate.
Click Next.

10. Summary

Make sure to review all entered details to ensure they are accurate and complete.
Click Create Warranty.