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How to Create and Send Service Contracts in Dusk FSM

## How to Create and Send Service Contracts in Dusk FSM

Creating and managing Service Contracts in Dusk FSM helps you automate work schedules and manage expectations with your customers for different types of work. This guide walks you through setting up service contracts, attaching Service Level Agreements and sending Quotes to your Customers.

### ✅ Step 1: Configure SLA Settings (One-Time Setup)
Before attaching an Service Contract to a Customer, you’ll need to define your Service Level Agreement rules.

Go to Admin → System Settings → General → SLA Settings

Follow the setup guide available [here](https://help.duskmobile.com/article/Work/How-Do-I-Set-Up-Service-Level-Agreements-in-the-Dusk-FSM "here"):

### ✅ Step 2: Create a Service Contract for a Customer
Navigate to Operations → Customers

Select an existing Customer or click +Customer to create a new one

Open the Service Contracts tab

Click +Service Contract

Then complete the contract details:

✅ Click Save Contract when finished.

### 📤 Step 3: Send a Service Contract as a Quote
To generate and send a quote to your customer:

Tick the box to the left of the Service Contract

Click the diary icon (next to the +Service Contract button)

This creates a quote in the Sales Order area with all the contract details

You can then send the quote to your customer or sync it with your finance software

📷 Create Quote from Contract

![](https://help.duskmobile.com/uploads/markdown/20250203-182001-695.png)

### 🧩 What Do the 5 Icons Next to a Service Contract Mean?
Once a Service Contract is approved, 5 action icons appear:

📷 Icons Overview

![](https://help.duskmobile.com/uploads/markdown/20250203-181950-379.png)

📷 File Management
Attach your Service Contract documents here for easy reference.

![](https://help.duskmobile.com/uploads/markdown/20250203-183255-390.png)

📷 Copy Contract
If you want to re-use an existing Service Contract for a new Customer, simply copy it using the icon.

![](https://help.duskmobile.com/uploads/markdown/20250203-183345-888.png)

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## 🔗 Related Articles

* [How Can I Quickly Access and Manage All Customer Information in Dusk FSM?](https://help.duskmobile.com/article/Customers/How-Can-I-Quickly-Access-and-Manage-All-Customer-Information-in-Dusk-FSM)
* [How do I Add Customers in the Dusk FSM?](https://help.duskmobile.com/article/Customers/How-do-I-Add-Customers-in-the-Dusk-FSM)
* [How Do I Edit a Customer in the Dusk FSM?](https://help.duskmobile.com/article/Customers/How-Do-I-Edit-a-Customer-in-the-Dusk-FSM)
* [How to Add and Manage Multiple Addresses for a Customer in Dusk FSM](https://help.duskmobile.com/article/Customers/How-to-Add-and-Manage-Multiple-Addresses-for-a-Customer-in-Dusk-FSM)
* [How Do My Customers Create Work Requests in the Dusk FSM](https://help.duskmobile.com/article/Customers/How-Do-My-Customers-Create-Work-Requests-in-the-Dusk-FSM)
* [How Do I Set Up Service Level Agreements in the Dusk FSM](https://help.duskmobile.com/article/Work/How-Do-I-Set-Up-Service-Level-Agreements-in-the-Dusk-FSM)

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Updated on May 27, 2026

How to Create and Send Service Contracts in Dusk FSM

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