The Service Contract is essential to the iinsight system, even for 'not for profit' organizations. The Service Contract allows charges to be added (as activities or items) which are available for the Cases that are assigned that service contract.

Service Contracts can be created in the Charges menu as shown:

You will first be given the option to clone the selected service contract or create a new one:

The new service contract interface is opened through the 'Service Contract' button on the left-hand pane of the charge list as previously detailed and requires the information specified below.

The title by which the new service contract will be labeled. This should serve as a simple reference, as the description is the key field by which the service contract will be searched and recognized.

A default hourly rate to be applied in calculating the cost of chargeable items in the circumstance of no hourly rate having been set.

Checking 'Apply GST' will instruct the Iinsight system to apply a 10% GST value when calculating the cost of chargeable items in the circumstance of no GST setting having been set.

A default charge code to be applied to chargeable items in the circumstance of no charge code having been set.

When a user elects to create a new case under the selected service contract the Iinsight system will select the default case type automatically. If a different case type is required, this can also be chosen by the user during the case creation process.

When a charge associated with the selected service contract is associated with a case estimate this can be accomplished using either the description of the charge, or by matching the charge code to the estimate, depending on the option selected under this setting.

A code to serve as a unique identifier for the service provider when acting in the capacity defined by the service contract. In the majority of cases this will not be necessary unless it is issued by a particular referrer or billable agency.

The business division responsible for handling cases associated with the selected service contract.

Confirms the service contract details and saves it within the Iinsight system.

Discards the service contract details that have been entered and returns the user to the charge list interface

The ‘Service Contract Cloning’ feature reduces the amount of time for clients who create a large amount of ‘Service Contracts.’

Under the Charges menu if you select the Service Contract that you wish to clone and then select the Service Contract button then you will be given the below message:

If you wish to have a clone of this Service Contract then please provide a new name and your new Service Contract will have identical Activities/Items/Charge Codes/Descriptions/Charges to the Service Contract you copied it from.

Next you need to select/highlight the cloned copy of the Service Contract and on the right hand side of the Charges menu in the Options Tab just simply transfer the cloned Service Contract to the desired Business Division using the Business Division drop down menu as per the below screenshot example:

if you then go the Business Division you transferred it to it will be in that location

Alternatively, if you do not wish to clone the Service Contract you can just by pass this option by choosing ‘New Service Contract’.

As a default, this permission is disabled and is only available if assigned. If you have the required permission, you can edit the Service Contract of an uninvoiced cost.

In Case List > Costs tab, Select the uninvoiced cost and click Edit:

Please note you may only modify any past or current Service Contract previously used in that case.

When you initially add a new cost the Service Contract is greyed out (read-only) and is the current case’s service contract.

The system can be set up to default to NO GST when creating new charges for service contracts

There is a feature available to default to ‘No GST’ when creating new charges for Service Contracts for any clients that do not charge GST.

This feature is found by selecting the Options Menu, clicking on the Financial Settings tab and either unchecking or checking the ‘Always apply GST when creating new charges for service contracts’ option as per the below screenshot example:

Under the Charges Menu, there is a feature to export Service Contracts and their charges to an excel file as below:

A service contract can only be deleted provided that it has none of the following associated with it:

The service contract can be disabled in the event that it has any of the above associated with it but not deleted, to delete theservice contract you must first remove any objects associated with it.

A service Contract can also be enabled/disabled in the Charges menu > Options panel:

* To delete an item or activity the same delete button is used; select the activity/item first then click delete then click 'Activity/Item' button to delete selected.