Agreement Service Setup

Agreement services define the work to be done on an agreement, where and when it will be done, and how you will bill for the completed work.

You can set up agreement services manually or automatically. With manual set up, you create each agreement service individually using the Work Schedule tab in SM Agreements or the SM Service form (accessed by double-clicking in the Work Schedule grid). With automatic setup, the system uses selected maintenance tasks that you created (in the SM Class Maintenance form) to auto-generate agreement services.

Once you activate the agreement, the services are used to auto-generate work orders based on a defined schedule.

For information about setting up agreement services, click on the appropriate link below:

Set up Included in Agreement Services

Set up Periodic Agreement Services

Set up a T&M Agreement Service

Set up a Flat Rate Agreement Service

Auto-Generate Agreement Services