How can I see what Service Agreements are due for Maintenance and how can I schedule them?

There's 2 ways to schedule these, from the Agreement tab or in the CallTaking feature.

Tap the Agreeements tab from the Dashboard and then choose Maintenance Due.

Here you will be able to view your customer information as well as their agreement information. Customers that have Maintenance visits due that have not yet been scheduled will have a SCHEDULE button in the Job column. 

Clicking on this will open the Call Taking feature, which allows you to get that visit scheduled!

Not sure how to use Call Taking? Find out how HERE

If you'd like to skip that and just schedule the job via CallTaking, see below:
Tap the CallTaking button and choose your customer.
Under the 'Jobs' tab, there is a checkbox under the 'Agreements' section (See below)
Checking that box will allow you to choose the specific agreement for that customer as well as which Maintenance will be applied.
For more information on CallTaking, see HERE

If you require further assistance, please reach out to the Support Team using any of our channels

Phone: 800-299-2079

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