Agreement Setup

You can set up agreements in SM Agreement or at the customer level in SM Customers.

You can use the Agreements tab in SM Customers to quick-add agreements as needed; however, this method only allows entering basic information for the agreement. To enter an agreement in its entirety—which includes services, budgets, billing and amortization schedules, and labor allocations—you will need to use SM Agreements. When you first add an agreement, it is set up as a quote. Once the quote is approved, it becomes an agreement. The process outlined here will guide you through the process of setting up the agreement quote.

Set up an Agreement in SM Agreements

Set Up an Agreement in SM Customers

Set up an Agreement Budget

Set up Labor Allocations

Agreement Service Setup

Agreement/Service Billing Schedule Setup

Agreement/Service Amortization Schedule Setup