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. 



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. 



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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