Before you start
Prerequisites and permissions
Have ready
- An active account and a connection.
Access rules
- Jobs management and the required Customer Portal plan access are needed. Customer-page access may be separate.
Where to find it
Navigation map
- Service Agreements
- Sales → Customers → open a customer → Service Agreements
Walkthrough
Step by step
In each picture, the outlined area is what to look at.
- 01
Open the customer’s Service Agreements
Open the customer’s Service Agreements. Check the recurring schedule and agreement terms separately.
Open the customer’s Service Agreements.Step 1 · Reviewed 2026-10-14Tap or click to open full size - 02
Create the Service Plan
Enter the schedule and Site details, then choose Review Service Plan. Confirm the recurring work and check its saved result before drafting an agreement.
Enter the schedule and Site details, then choose Review Service Plan.Step 2 · Reviewed 2026-10-14Tap or click to open full size - 03
Draft the agreement
Enter the agreement title and terms, then choose Review draft and confirm. Check the saved draft before requesting publication.
- 04
Publish and review history
Choose Review publication and confirm the exact version. Customers can then review that version in Agreements; check its publication and acceptance history.
Choose Review publication and confirm the exact version.Step 4 · Reviewed 2026-10-14Tap or click to open full size
Troubleshooting
If something does not look right
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.
Keep going