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Service Agreement Reporting--How can I see what Service Agreements are due for renewal?

Click the Agreements tab on the left to access.  From here, click the Agreement Renewals button.

Here you will be able to see all agreements that are ready to be renewed. You will be able to view the below fields:

Agreement End date
Contact information
Agreement Type
Payment information
Duration of Agreement and total maintenance visits alotted
How many maintenance visits are used

 

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