To sell a service agreement to a customer, complete the sales form (new invoice, new sale, etc) as normal. When the transaction is saved, a reminder to do the service agreement paperwork will appear. Complete the service agreement paperwork to finish the process.
When a service agreement is sold, a reminder to do the paperwork will be displayed. Three options are available:
- A new service agreement can be entered for the customer.
- An existing service agreement can be edited from the Service Agreement list.
- Do nothing at this time (click the Cancel button).
The recommended option is to add a new service agreement, rather than editing an existing one over and over again.
Tip: When a service agreement is sold, a reminder to do the paperwork appears. A new service agreement can be entered for the customer (see green arrow), or an existing service agreement in the list (see red arrow) can be edited (see gold arrow), or the choice to do nothing at this time can be made by clicking the Cancel button (see cyan arrow) in the Service Agreements List (outlined in magenta).
Editing an Existing Service Agreement Option
To edit an existing service agreement, highlight a service agreement in the Service Agreement List, then click the “Edit SA” button. The highlighted service agreement will open so that adjustments can be made, particularly to the “Term Ends” field. When editing an existing service agreement rather entering a new one, creating planned work orders will take more effort, in that the proposed date of each planned work order will have to be manually adjusted. See the related topic, “Service Agreements – Entering Existing Agreements” below for more information.
Adding a New Service Agreement Option
To add a new service agreement, simply click the “New SA” button and complete the Add Service Agreement form in normal fashion. See the related topic, “Service Agreements – Entering Existing Agreements” below for more information.