Creating Agreements

Here you can create agreements tailored to individual client needs, assigning pre-existing service agreements to them. You can select an existing account or create a new one to associate with the agreement. Each agreement includes an internal reference nickname, a contract starting date, and a contract type. This setup provides an organized and customizable way to manage client service commitments, ensuring each agreement is clearly defined and easy to track.

Prerequisites: Authorised Users.

Instructions

1. From the main Dashboard, click the Agreements tab.
   
   
   
   
   
   
2. You will be directed to the following page:
   
   
   
   
   
   
3. To add a new agreement, click the blue New Agreement button to open up the page.
   
   
   
   
   
   
4. In the Account field, choose an existing Account or click Create New.
   (Note: Clicking Create New will direct you to the Create Account page. For instructions on creating new accounts, please see the following link Creating Customer Accounts (Link). 
   
   
   
   
5. Fill in the remaining fields, Agreement Nickname and Contract Starting Date.
   
   
   
   
6. Choose the Contract Type in the relevant field.
   
   
   
   
7. Once all fields are complete and checked for accuracy, click Save.
   
   
   
   
8. You should see confirmation “Creating New Agreement”.
   
   
   
   
   
   
9. You will then be directed to the Agreement page where you will now see your added agreement.
   
   
   
   
   
   
10. You will be prompted to acquire the customer’s signature, where you may choose one of 3 options, Email Request, Sign Here or Send to Pad.