Setting up Insurance Plans/Maintenance contracts

We allow you to set up maintenance contracts by going to General > Preferences > Customer Module > Insurance Plans

If you would like to attribute a price for each of these plans, please drop us an email at support@commusoft.co.uk

These plans can then be added to a customer's record by opening the customer details and, next to Insurance, click No Insurance.

You will then be able to select the insurance plan the customer is on. 

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