Service Agreements: Spring Setup
Building a Service Agreement based off of your contracts is efficient and simple. Imagine being able to create hundreds of detailed estimates and jobs off of a few easy steps. You can create Service Agreements that create jobs for mowing, edging, pruning, applying fertilizer, and more! First, we are going to build a Service Agreement for a customer involving their Spring operations. Afterwards, we will continue with a Winter setup. Follow the steps below to build a Spring Service Agreement.
- Under the Maintain section click the “Service Agreements” link under the Add Automation.
- Click the “Add New” button.
- The Customer Information section will appear blank. This is fine. We have to enter all of the information manually now so that we can properly setup the recurring jobs.
- Enter the Customer name you wish to build for the contract.
- Leave Type at Automatic.
- Enter the Contract Start / Renewal Date.
- Leave Status at Active
- Enter Notes, if applicable. Refer to the “Service Agree, Steps 3-8” image on the left.
- Now we are going to create the rules. The rules are the triggers. Use the rules on your contracts to make the rules on the Service Agreements.
- Click the “Add New Rule” button. The Create Rule window will appear. The Content section builds part of the work orders.
- Under the Content tab enter the Name of the rule.
- Enter Start Time and Length.
- Leave the Start Immediately alone. Typically, this button is for Winter Service Agreements when you need to generate snow jobs immediately whenever you click the “Generate Results” button.
- Select the appropriate Job Template you wish to use for this rule.
- Select the Service. This signifies the job being done and how to charge the job.
- Select the Job Status.
- Select the Resource.
- Rule Type needs to be on the Time and Criteria Based selection. Click the Next button or click the next tab. Refer to the “Service Agree, Steps 9-18” image on the left.
- The Criteria Based section allows you to set criteria that will build the jobs. For example, since we are making a Spring Service Agreement for the customer, Mel Brooks, then we need to set the criteria to pull Mel Brooks’s customer information. By doing so, this auto-populates the customer section of the work orders.
- In the Section drop-down select “Customer.”
- In the Field drop-down select “Customer Name.”
- In the Condition drop-down select “Is.”
- In the final box enter the customer’s name. The entire name must be entered when using the Condition “Is.” If you do not use the entire customer name, no results will appear.
- Click the “Refresh” button. If no results appear, you need to fix the criteria. If the customer name appears, proceed to the Time Based section. Refer to the “Service Agree, Steps 19-24” image on the left.
- On the Time Based section adjust the settings to match how your contract states when that service will get performed. For example, a weekly lawn mow service will be ran on a specific day weekly for a certain period of time. Usually, this period of time extends with the contract length. Click the “Preview” tab or “Next.” Refer to the “Service Agree, Step 25” image on the left.
- Results should appear for your customer. If the results are correct, click “Ready.” Refer to the “Service Agree, Step 26” image on the left.
Your first rule for your Spring Service Agreement has been created! To create more rules follow steps 10 through 26 until you are finished. Whenever you are finished with the Service Agreement you can save it or click the “Generate Results.” Generating the results will produce all of the work orders, they will appear on the Jobs list, and they will appear on the worker’s dispatch board.