![]() ![]() For more information, go to Agreement settings. Work order-related data such as accounts, incident types, products, services, and service tasks configured in your system.Ĭonsider specifying an agreement prefix and start number. ![]() Let's walk through two scenarios to show how agreements can create work orders and invoices. Activate the agreement and Agreement Booking Dates will be created along with work orders as the dates approach.Add Agreement Incidents, Products, Services, and Service Tasks that define the specific details of the work to be performed as part of each work order that is generated.Create an Agreement Booking Setup where you'll define how often work orders should be created for the agreement, along with basic details of the eventual work orders like Work Order Type.Define high-level details such as the customer, date range, and price list. Quarterly invoices to bill customers for predefined products and services.Multiple work orders each year to inspect multiple assets at a customer location.A single work order each month to inspect multiple customer assets at a customer location.Weekly work orders where the agreement assigns the same resource each time at a defined start time.Monthly maintenance work orders that are automatically scheduled by Resource Scheduling Optimization.Daily inspection work orders that dispatchers schedule through the schedule board or schedule assistant. ![]() Here are a few different ways agreements can be configured and used. Agreements are most commonly used for maintenance schedules where an organization must perform daily, weekly, or monthly inspections on equipment. ![]() Field Service agreements allow organizations to automatically generate work orders and invoices with predefined details, frequency, and date ranges. ![]()
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