How do I add a maintenance agreement?
- Open the Directory from the side nav while on the Service side, then open the customer.
- Under Agreement, press Add files and pick the agreement. YourCA reads it straight away, and the rest of it in under a minute.
- 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.
- Press Check and use. Match each priority to one of your urgencies, fix any term, then press Use these.
- 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.