ZigaForm version 5.3.5

Service Agreements List

By |2021-07-16T16:16:20-05:00July 26th, 2019|Comments Off on Service Agreements List
Print Friendly, PDF & Email

Introduction

The Service Agreement List is used to research and manage service agreements which have been sold to customers.  It can also be used to assign a service agreement to a customer without going through the sales process.  This is useful if there are a number of agreements which were previously sold to customers, but not yet entered into the program.

Form Access

  • From the main menu, click Customers | Service Agreements List. The Service Agreement List will appear, automatically having any displayed agreements grouped together by customer.

Usage

Perhaps the easiest way of using the commands available in the list is via it’s right click menu.

  • To enter a new purchase order, right-click anywhere in the list and choose New Service Agreement from the pop-up menu.
  • To edit a service agreement, right-click on it and choose Edit Service Agreement from the pop-up menu.
  • To copy an existing service agreement, right-click on it and choose Copy Service Agreement from the pop-up menu.
  • To delete a service agreement, right-click on it and choose Delete Service Agreement from the pop-up menu.  Note that depending on how much transactional history involving a service agreement has occurred, it always be deleted this easily.  Making a service agreement inactive is often the recommended solution.
  • To inactivate a service agreement, right-click on it and choose Make Service Agreement Inactive from the pop-up menu.
  • To memorize a service agreement, right-click on it and choose Memorize from the pop-up menu.  The Add Memorized Transaction form will open, ready to setup reoccurring instances of the original transaction.
  • To export whatever information is currently displayed in the list, right-click anywhere in the list and choose Export List from the pop-up menu.
  • To modify which columns are displayed in the list, right-click anywhere in the list and choose Form Preferences | Show Columns from the pop-up menu.
  • To set which field the “find as you type” feature has focus, right-click anywhere in the list and choose Form Preferences | Find As You Type from the pop-up menu.

Share This Story, Choose Your Platform!

About the Author:

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.

Newsletter

Sign-up to get the latest news and update information. Don’t worry, we won’t send spam!

Go to Top