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Service Agreements - Setting Up a Service Agreement

Setting Up a Service Agreement​

Service Agreements can be added/edited from 2 locations:

  1. Add/Edit Company
  2. Service Agreement module

Creation of a service agreement allows for a vast out-of-box feature set to allow you to: create work orders in advance based upon a schedule, set pricing based upon a contract, set equipment-specific pricing based upon a contract, and a number of other features to give you flexibility and control.

The general workflow for Service Agreements in IndySoft is as follows.

  1. The Service Agreement is created in the "Draft" status where the user inputs the contract scheduling specifications.
    • Some of these options are inherited from Company information by default; non-equipment charges can be inherited and are looked up from the Service Charges defaults at the system-wide or Branch-specific levels.
    • Before an Agreement can be made "Active," the agreement must have Scheduling Freq, Interval, next service date OR, separately, must have the "Use Specific Dates" chosen and the option checked.
  2. Once the agreement is made "Active," then it can be used to create work orders which will inherit specific options from the agreement.
    • Orders can be created en masse across all agreements from the service agreement module.
    • They can also be created from the agreement directly as Ad Hoc or in a similar manner to the batch creation process.
  3. Certain changes can be made to agreements while in the active status.. editing/adding/removing equipment, removing work order associations, adding documents, and modifying notes. All other changes have to be done when the status is in "Draft"
  4. A service agreement ends once the expiration date hits OR if no expiration date, whenever the customer decides and uses a status other than "Active"