Setting up a Contract
PH Cloud benefits from a dedicated contracts section for scheduling and managing contracted accounts.
If you find yourself
handling regularly scheduled travel, like school runs or recurring
events, the Contacts feature may prove a suitable option.
Contract Creation
To create a new contract, navigate to the Contracts page, and then click on 
This will open a new window, where you are able to input the basic details regarding the contract, such as the customer information and contract duration
Select the period that the contract will operate over. (This information
is not mandatory and can be setup from within the individual tour
items).
Alternatively, search for an existing account by selecting from the list of most recent accounts or typing the name in the search field.
Adding a new contract item
Once you have created your contract, you will be automatically redirected into the contract that you just created. From here, you have the ability to set up the actual contract items on this contract. The ability to create multiple contract items allows you to easily keep track of multiple jobs for the same customer that need to be treated separately.
- To add a new contract item, click on the blue 'Add Item' button.
Item Information
Enter a name for your newly created contract item, and a date range that it will operate over
Creating a Pattern
Patterns define how frequently the job is executed for the contract,
such as daily, on a specific day in a week, on a specific day in a
month, or on a specific day every X number of months.
To define a pattern, click on the dropdown for 'Occurs' and select the frequency.
Additionally, exclusion patterns can be set up to define specific date ranges when the contract should not be active. This feature allows you to customize contract durations based on factors like seasonal variations, public holidays, or specific business needs. By implementing exclusion patterns, you eliminate the need for manual adjustments or constant intervention to align the contract with changing schedules.
For detailed instructions on how to set up an exclusion pattern, please refer to the documentation [here]
Additionally, exclusion patterns can be set up to define specific date ranges when the contract should not be active. This feature allows you to customize contract durations based on factors like seasonal variations, public holidays, or specific business needs. By implementing exclusion patterns, you eliminate the need for manual adjustments or constant intervention to align the contract with changing schedules.
For detailed instructions on how to set up an exclusion pattern, please refer to the documentation [here]
Job
This is where you set up the details of your job. For further information on how to set up a job, please click [here]
If you have any other questions about the above, please do not hesitate to contact our support team, who will be happy to help.
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