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Installation Company ERP / CRM

Knowledgebase

How To Change the Contract Status e.g. Supply and Fit to Supply Only

To do this:

  1. On the Contract Details page, scroll down and select the Supply and Fit button so it changes to Supply Only. Press Update.
  2. Change the Contract Type if necessary. Remember if you change this to Trade, it will automatically remove the ‘Fit Days Required’ toggle.
  3. Remember to toggle the ‘Show on Fit Board’ and ‘Fitting Required’ to No. This will then remove the job from the Schedule. Press Update when finished.

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