Save and send a service agreement from Servinix Go as a technician

Technicians can now record a maintenance plan they sell on site. They can save it as a draft or send it to the customer straight from Servinix Go.

Before you start

• You need the default Technician role, or a role with the same access to agreements.
• Technicians can create, save and send agreements but can't delete them. Ask an office user to delete one if needed.

Steps

1. In Servinix Go, open the customer.
2. Start a new service agreement.
3. Add the plan's lines.
4. On Schedule & billing, choose the billing model, the per-visit price and the visit months.
5. Tap Save draft to keep it for later, or tap Send to send it to the customer.

Result / verify

The agreement saves without a permission message. A sent agreement reaches the customer, and the office can see it in the agreements list.