Hire a provider

Who: TBA.

This workflow registers a provider and its service contract for one service type on one or more assets.

1. Create the provider

1. Open Empresas › Proveedores (Companies › Providers) and click Nuevo proveedor (New provider).
2. Fill in the name, the NIF (tax ID), the type and the service types it offers.
3. Click Crear proveedor (Create provider).
4. On its page, add its users with Añadir usuario (Add user). The usual role is Provider User. Tick the Técnico (Technician) function for the people who do the work.

2. Create the service contract

1. Open Contratos › Contratos de servicio (Contracts › Service contracts) and click Nuevo contrato de servicio (New service contract).
2. Choose the Cliente (Client), the Proveedor (Provider), the Familia (Service type) and the FM.
3. Choose the Activos (Assets) it covers. They must all belong to the same client.
4. Tick the Alcance (Scope): Preventive, Corrective, Emergencies.
5. Fill in the service hours, the emergency phone, the call-out protocol, the subcontractor and the penalty clause.
6. Fill in the terms: start, initial term, notice period, renewal and price increase.
7. Click Crear contrato (Create contract).

3. Add the contract years

In the Resumen (Summary) tab, click Añadir anualidad (Add contract year). Enter the year, the invoices per year, the price increase and the annual cost. The app calculates the instalment it expects on each invoice.

4. Sign

Use Enviar a firma (Send for signature) and Registrar firma (Record signature), as in a TBA contract. See Onboard a client.

5. Add the installations

In the contract's Instalaciones (Installations) tab, add the equipment that the provider maintains.

6. Add the maintenance plans

1. Open the Plan de mantenimiento (Maintenance plan) tab and click Añadir plan (Add plan).
2. Give the plan a name and choose the asset and the installation. For a service with no installation, such as cleaning, leave Todo el activo (Whole asset).
3. Enter the frequency: Cada (Every) so many days, weeks, months or years.
4. Enter the start date and, if the plan ends, the end date.

Then generate the year's maintenance jobs. See Plan preventive maintenance.