AMC Contracts & Visit Scheduling

A Contract is your Annual Maintenance Contract with a customer — its value, dates, billing terms, and the specific service lines that define what gets maintained and how often. SANAD OS automatically turns those service lines into a real visit schedule.

Creating a contract

1. Click Contracts in the sidebar.
2. Click New Contract.
3. Fill in the side panel:
   • Customer — select from your existing customer list
   • Contract number — e.g. CTR-2026-002
   • Title — a descriptive name
   • Status — Draft, Active, Expiring, Expired, Renewed, or Lost
   • Start date / End date
   • Value (SAR)
   • Billing cadence — Monthly, Quarterly, Annual, or Milestone
   • SLA response time and SLA resolution time (hours) — optional
   • Terms — free-text notes, up to 5,000 characters
4. Click Save.

Contracts appear in a table with a color-coded status chip: gray (draft), green (active), amber (expiring), red (expired), blue (renewed), or slate (lost). Statuses transition automatically over time as contracts approach and pass their end dates.

Adding service lines

Open a saved contract and scroll to Contract Lines. Each line defines one recurring service:

1. Choose a site (from the contract's customer).
2. Optionally choose a specific asset at that site — leave blank to cover the whole site.
3. Enter a service code (e.g. MAINT-HVAC) and an optional description.
4. Choose a frequency: Weekly, Biweekly, Monthly, Quarterly, Semiannual, or Annual.
5. Set visits per period (how many visits within that frequency window — usually 1).
6. Click Add Line.

A contract can have as many service lines as you need — e.g. monthly HVAC checks on one asset and a separate quarterly fire-safety inspection on another.

Generating the visit plan

Scroll further down to Visit Plan. This section shows every visit computed from your service lines' frequencies, with a due date, a time window, status, site, and asset for each.

• Visits are generated automatically based on each service line's frequency.
• Click Regenerate to extend the plan forward from the latest scheduled visit — this is safe to run repeatedly; it never duplicates or overwrites past visits (forward-only).

Each visit's status is one of: Planned (scheduled, not yet actioned), Job Created (a work order was generated from it), or Skipped.

What's next

Once a contract is active with visits scheduled, invoicing that customer against the work is next — see Invoicing & ZATCA E-Invoicing.