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 schedule
Payment type
Adjust Pricing
Coverage Period Qty - is the contract for a single coverage period of a multi-year purchase.
Notes
Select Next.
7. Owner Contract Info
Fill in all the required owner contact information.
Click Next.
8. Payment Details
9. Affiliates
If there are other parties involved in the contract, like agents or inspectors, add their information.
Select a referred by affiliate. This is who gets credit for the sale of the contract.
Click Next.
10. Summary
Make sure to review all entered details to ensure they are accurate and complete.
Click Create Warranty.
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