Guide · 367 answers

How YourCA works, step by step.

How do I add a maintenance agreement?

  1. Open the Directory from the side nav while on the Service side, then open the customer.
  2. Under Agreement, press Add files and pick the agreement. YourCA reads it straight away, and the rest of it in under a minute.
  3. Each term shows with an (i) holding the clause and the words it was read from. A term the agreement does not state stays blank.
  4. Press Check and use. Match each priority to one of your urgencies, fix any term, then press Use these.
  5. A new version later goes on the same record. The pencil beside In force changes the terms in force.
Worth knowing

Nothing is in force until somebody presses Use these. A term you type over is marked as your office's, not the agreement's. Rates show only to people who see the business's figures.