Enabling Service Contracts

To enable the Service Contracts feature, please reach out to Fixably Support. 

Creating Service Contacts

1. From the Navigation Sidebar, click Other and then Service Contracts. 
   
   
   
   
    
2. Create a new Service Contract by clicking the Create button.
   
   
   
    
3. Fill in the Name of your new Service Contract.
   
   
   
    
4. If required, add a Description.
   
   
   
   
    
5. Select the Service Contract Type. Use Device if you would like to tie the Service Contract to a specific Serial or IMEI, for example if you're offering an extended warranty. Use Customer if you would like to tie it to a Customer, for example in the case of a managed services agreement.
    
   
    
6. If you have selected the Device Service Contract Type, add the Serial or IMEI.
   
   
    
7. Fill in the Start Date, Length and End Date.
   
   
   
   
    
8. If required, fill in the Billing Customer details. You can also specify an email address to receive notifications about the Service Contract.
   
   
   
   
    
9. Select what Notifications should be enabled for the Service Contract.
   
   
   
    
10. If required, select the Invoicing Options for the Service Contract.
    
    
    
    
     
11. When complete, click Save.
    
    

Importing Service Contracts

1. To create multiple Service Contracts at once, click the Import button. 
   
   
    
2. Download the example CSV and fill in the correct information. There needs to be either a Serial Number or IME Number for each Service Contract. 
   
   
   
    
3. All created Service Contracts will show up as a list.