Agreement Contracts

Site Agreements are Contracts sold to Customers in advance. They allow you to cover Services or Items that may be billed to Jobs covered by an Agreement during the term of that Agreement. That is, the Customer will not be charged for the Services or Items provided effectively having prepaid for them when purchasing the Agreement in advance.

Warranty Agreements relate to agency arrangements you have with Vendors or Manufacturers of Equipment you service. They cover Equipment only, and can be used to maintain claims to the Manufacturer of the Equipment for service work and parts used to repair the Equipment covered under Manufacturer warranty.

Meter Agreements can be used to process the automatic billing of Meter readings. Meters are often read on a recurring basis, and the Meter Document is processed based on the meter values logged at the time of reading.

Service and Item detail lines on a Meter Agreement can be set-up to allow for many different types of calculations based on the usage or reading value. These can then be used to raise an Invoice document based on these calculations.