Optimizing the Contracts Management Module Dwight Busby TMA Systems

Introduction In the following slides, I will take you through each section of contract management. At the conclusion of this session, you will understand Contractors and contracts, and be able to: – Create Contractor/Vendor records – Set up access and permissions for Contractors to view their assignments within the system – View cost history of Contractors – Link a contract to a Contractor – Attach a contract and or a Contractor to work orders – And more!

Part One: Contractors

Contractor – Identity Tab

Contractor Login

Contractor – Address Tab

Contractor – Task Type Tab

Contractor – Contracts Tab

Contractor – User Access Tab

Contractor – Repair Centers Tab

Contractor – Attachment Tab

Adding a Contractor to a Work Order

Work Order & Contractor – Cost Tab

Nugget – Utility Account Tab

Part Two: Contracts

Contract – Identity Tab

Contract – Contract Item Tab

Contract – Services Tab

Contract – Work Order Type Tab

Contract – Rate Tab (WebTMA Enterprise Only)

Adding Contracts to Work Orders

Work Order and Contract – Costs Tab

Contract – Work Order Tab

Reports

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