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.
Service Agreement First Proposals
This report shows all service agreements proposals where the First Proposal Date is between today and your days in advance setting. For example, if your days in advance is set to 7 (default), it’ll be between today and 7 days from now.
Service Agreements Expiring
This report 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
This report shows all service agreement proposals that have not been accepted or declined.
Expired Service Proposals
This report shows all service agreement proposals that have an expired date equal to or past today’s date that has not been accepted or declined.
Preventative Maintenance Schedule
Open Service Agreement Invoices
This report shows all service agreement invoices that have not been paid.