This tab contains information about the customer’s current and previous agreements.
Agreements List
This shows a list of any agreement that the customer has that was activated at one point:
- 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 training@successware.com for a free account.
https://successwaretraining.com/myinfo/