FAQs in this section
What must I do when I need help regarding Vtiger CRM?
What is a service contract?
How can I create a service contract?
Is there a shortcut to create a service contract?
What do you mean by Live Chats?
What is the Live Chats feature in Vtiger CRM?
Who can use the Live Chats feature?
How do the Live Chats work?
How are Live Chats used in today’s industries?
In which editions of Vtiger CRM is the Live Chats feature available?
What are the benefits of using the Live Chats feature?
What is the Live Chats module?
How do I navigate the Live Chats module?
What is a Private tab in the Vtiger Live Chats module?
How do I install Live Chats feature?
How do I access the Live Chats module?
How do I use the Live Chats?
What social platforms can be integrated with Live Chats?
What are Chat Insights?
What are Chat Ratings and Metrics?
What are Client Ratings and Feedback?
What are Reviewer Ratings and Notes?
What are Chat Metrics?
What kind of metrics can I generate from Live Chats?
If I disable an agent from one tracker, will the agent be disabled from other trackers as well?
What are the benefits of Service Contracts?
How do I create a Work Order from a Service Contract?
Can I export my Service Contracts data in the form of a spreadsheet?
How do I export the Service Contract data into a spreadsheet?
Can I import Service Contracts?
What are the chat statuses the Live Chat displays?
How do I track the Live Chats?
Can I add a BCC field to the emails of a Case?
Can I add a BCC field to the emails of an internal ticket?
How do I create a service appointment for a service contract?
Table of Contents
A service appointment is an onsite service that you provide your customers. Vtiger CRM provides you the option of creating a service appointment through a service contract.
Follow the steps to create a service contract:
Follow the steps to create a service contract:
- Click the Menu icon.
- Go to Support.
- Click Service Contracts. You will land on the List View of service contracts.
- Click the +Add Service Contract button.
- Fill out the necessary details such as service contract name, contract start date, contract end date, etc.
- Click Save and Continue to go to the Deep Dive View of the service contract.
- Click the Do button.
- Select Reach out later.
- Select Schedule Event.
- Enter the event details and set Activity Type to Onsite Service.
- Click Save.
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