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How do I set up my Agreement Plans inside Pointman?

To set up an agreement plan for a customer, you will need to be in the Agreements tab, and click on Agreement Plans. Once here, you can click ADD in the upper right hand corner. 

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In this next window, you will need to enter in an agreement plan Name and select which Maintenance Types you want to be a part of this Plan. You can also add an optional plan Description.  Once you're finished click the blue ADD button in the lower right hand corner to save your changes. 

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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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