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How do I renew an expired agreement from the field?

Technicians will not see an indicator that an agreement is expired. However, they can look at the customer information to find this information:

  • Tap the Customer button on the left of the screen.
  • Tap the Agreements button.

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You will see a list that shows agreements with the specific customer. Take note of the expired agreement that needs to be renewed.

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  • Navigate to the Invoice screen in SWRemote.
  • Tap +Agree.
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  •  Tap the Renew Existing button.

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  • Tap the agreement that needs to be renewed from below.
  • Fill out the appropriate information and tap Save.

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  • The Agreement Deposit will be added to the Invoice.

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