Mobile for Platform - Customer Record - Agreements

This contains information about the customer’s current and previous agreements.

 

Agreements List

This shows a list of any current or previous agreements for the customer.  This page includes information on:

• The agreement number.
  
• The agreement type.
  
• The agreement status.
  
• The next scheduled visit date.
  

Tapping on an agreement will bring up more details about that agreement.

Agreement Details

This shows the details of a specific agreement:

• The agreement number.
• The agreement type.
• The agreement status.
• The term of the agreement.
• Agreement coverage.
• The discount given by that agreement.
• The visit list for this agreement.
• When visits are scheduled for (per month).
• The equipment included in the agreement.

Looking for a more interactive course on Agreements? Check out our Learning Management System (LMS)! Our courses are available to all Successware users. If you don't have a sign-in for our LMS, contact us at [e-mail] for a free account.

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