Preferences – Service Agreements

By |2021-07-25T10:09:09-05:00March 23rd, 2018|Comments Off on Preferences – Service Agreements

Introduction

The Service Agreements preference window is where to configure defaults related to service agreements.

Form Access

  • From the main menu, click Edit > Preferences, or

  • From the toolbar, click the Preferences button.

Field & Button Definitions

  • Allow Duplicate Service Agreements – When ticked, duplicate service agreement numbers are allowed.
  • Escrow Accounting – When ticked, enables escrow accounting for service agreements.  Use of the feature may not be legal in all states.  Users must read and agree to the escrow accounting warning presented as the feature is enabled. This advanced feature is available in Total Office Manager Enterprise Edition only.

Related Topics

Preferences – Overview
Service Agreements
Service Agreements – Escrow Accounting

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HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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