Contract Estimating

The mechanisms for estimating contracts are generally the same as for estimating work orders. This section highlights the differences relative to the description for work orders above.

Notable differences include:

1. Contracts support the concept of multiple occurrences of the services on the estimate so that multiple work tickets are generated based on the specified number of occurrences when the opportunity is won. Because multiple occurrences are supported, Aspire adds an Occurrence Price column to the Estimate screen.
2. For a service to be available for adding to a contract, the service must be marked as a Contract Service on the Service screen.
3. The available invoice types differ between contracts and work orders.

Contract invoice types	Work order invoice types

4. When adding services to a contract, the invoice typed on the service may be changed so that it is different from the overall invoice type of the contract. For work orders, Aspire will not allow the invoice type of the services to differ from that of the opportunity except when the opportunity invoice type is Fixed Price Open Billing. In that case, the service invoice type may optionally be changed to T&M Per Service.
5. Services can be marked As Needed only for contracts – and then, only if the invoice type for the service is T&M or Per Service.
6. On a contract, a single service can be added only one time.