In this tutorial, you’ll learn how to create a new agreement in Service Manager from start to finish. Whether you’re setting up agreements for a Contractor or a Direct Customer, this video walks you through the entire process clearly and simply.
You’ll learn how to:
Navigate to the New Agreements tab
Choose the right agreement type
Select or create a customer
Add site details and contact information
Finalize and save the agreement
This video is ideal for new users or anyone looking for a quick refresher on agreement setup in Service Manager.
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