In Zero Friction a new contract for a customer is created during the move-in process. A move-in literally means we are moving that new customer to the serviced location on a specified start date as stipulated by the contract details.

During the move-in the user has to specifiy the product that will be billed for that contract. Also the invoice frequency, advance frequency and advance amount has to be defined during the move in.

Initially the contract is created as a draft. The user can preview the contract and check if everyting is correctly set up. When everything is correct, the contract has to be signed in Zero Friction.

After signing the contract, a confirmation e-mail can be automatically sent to the customer, informing him of the new contract that has been created. If stipulated in the contract, a first advance will also be created and will be ready for approval.

The e-mail template for the welcome e-mail is fully textually customizable.

Another way of creating a new contract is by using the customer portal. When properly set up in Zero Friction, the customer can do the move-in process by himself using a web browser.

The portal move-in request wil appear in Zero Friction under the Tasks window and is ready for processing by the user. Here a final check is possible to see if all the information provided is correct. If information is missing, it can be added easily (e.g. advance amount, invoice frequency...). When evertything is correct, the request is processed and the contract is created in the system.

A welcome e-mail can be automatically sent to the customer, informing him of the new contract that has been created.

If applicable for that contract, a first advance will also be created and will be ready for approval.

Note: the contract startdate or the firstinvoice startdate, needs to be after 01/01/2015.