The Service Agreements Grids in the Today menu are multiple reports to help with the management of all the Service Agreements you have and can offer to your clients. For more information on Service Agreements click here and follow the instructions in this section on how to create a New Service Agreement. You can access these grids in the Today menu.
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Service Agreement First Proposals
Service Agreements Expiring
This reports shows all active service agreements expiring within a 7 month period. It can be useful in tracking when to send out renewal notices.
Open Service Proposals
Expired Proposals
Preventative Maintenance Schedule
Open Service Agreement Invoices
This report shows all service agreement invoices that have not been paid.