Copying service agreements
Adding a service agreement can be sped up considerably by copying a similar, existing service agreement and doing some minor edits afterwards.
 | Tip: Add one or more service agreements that you can reuse as a 'template', with linked terms and other data. |
Procedure
1. Go to Customer contracts.
2. At the consecutive selection levels, select the customer, contract and contract line whose service agreement you want to copy.
3. Go to Service agreements and click the relevant service agreement.
4. On the action panel, click Copy.
The Copying […] dialog is displayed.
5. Enter the relevant copying settings in the Copy as of, Copy modifications, Hour type and Contract line fields.
6. Select the check boxes of the linked items you want to copy along with the service agreement:
◦ Linked services
◦ Linked assets
◦ Linked spaces
◦ Linked properties
◦ Terms for time (including bonus-malus settings)
◦ Terms for subcontractors
◦ Terms for materials
◦ Terms for travel
◦ Terms for labor hours
◦ Linked trades
7. Click OK.
The service agreement and associated items are copied to the new service agreement. You can proceed editing the data.
| | Note that the fields and link options displayed in the copy pop-up may vary depending on the service agreement you have selected to copy. |