Customer PortalAvailable

Review customer agreements and assets

Choose Agreements, or More → Agreements on a phone. Review the exact published title, terms and status.

Before you start

Prerequisites and permissions

Your role and plan must allow this page and the action you want to take. Ask the Owner if access is missing.

Where to find it

Walkthrough

In each picture, the outlined area is what to look at.

01
Open Agreements
Choose Agreements, or More → Agreements on a phone. Read the published title, exact terms and status.
Choose Agreements, or More → Agreements on a phone.Step 1 · Reviewed 2026-10-14Tap or click to open full size
02
Review acceptance
Choose Review acceptance and read Confirm agreement acceptance. Use Confirm acceptance only for your intended terms, then check the recorded outcome.
Choose Review acceptance and read Confirm agreement acceptance.Step 2 · Reviewed 2026-10-14Tap or click to open full size
03
Open Assets
Choose Assets to see shared customer property and service history. Use View job followed by its number when offered.
Choose Assets to see shared customer property and service history.Step 3 · Reviewed 2026-10-14Tap or click to open full size
04
Ask for a correction
Contact the business about incorrect assets, agreements or linked jobs. History is read-only; accepting exact terms does not guarantee legal enforceability.

Open Agreements: Choose Agreements, or More → Agreements on a phone. Review the exact published title, terms and status.
Review acceptance: Choose Review acceptance when available. Read Confirm agreement acceptance and choose Confirm acceptance only for the terms you intend to accept. Check the recorded outcome. A later publication is a separate version.
Open Assets: Choose Assets to review customer property the business has shared. Read the service history and use View job followed by its number when offered. These are customer assets, separate from business equipment.
Ask for a correction: Contact the business if an asset, agreement or linked job looks wrong. Read-only history does not let you change staff records. Agreement acceptance is a record of the exact terms; it does not guarantee legal enforceability.

Troubleshooting

The action is unavailable.

Read the message on the page. Check your role and plan with the Owner. Reload after an approved access change; do not submit the same change twice.

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