Configure Service Agreement Pricing

Created by Binita Goswami, Modified on Fri, 21 Nov at 5:07 PM by Binita Goswami

Introduction

This tutorial guides you through setting up a service agreement price book in Dreamzcmms. You will learn how to configure package details, pricing, and service intervals to manage agreements effectively.

Introduction

02

Navigate to Price Book

Click the Price Book to access pricing configurations.

Navigate to Price Book

03

Open Service Agreement Section

Click Service Agreement to manage service-related pricing packages.

Open Service Agreement Section

04

Select Package Name Field

Click the Package Name field to specify the service package.

Select Package Name Field

05

Enter Package Name

Enter your package name, such as AC Servicing contract.

Enter Package Name

06

Select Amount Field

Click the Amount field to input the pricing value.

Select Amount Field

07

Enter Pricing Amount

Enter the price amount for the service agreement.

Enter Pricing Amount

08

Choose Service Categories

Select the applicable service categories like Repair, Landscaping, Planning, Maintenance, Inspection, Insurance, Routine Landscaping, Corrective, and Breakdown/Damage.

Choose Service Categories

09

Fill Service Categories Details

Enter detailed descriptions or notes for the selected service categories.

Fill Service Categories Details

10

Access Additional Options

Click here to open additional configuration options for the service agreement.

Access Additional Options

11

Enter Payment Terms

Enter payment terms such as Every month Payment after servicing.

Enter Payment Terms

12

Select Type Of Service Field

Click the Type Of Service field to specify the service nature.

Select Type Of Service Field

13

Enter Service Type

Enter the service type, for example, Servicing.

Enter Service Type

14

Select Start Period

Click the start period field currently set to one.

Select Start Period

15

Enter Service Duration

Enter the duration of the service agreement in months.

Enter Service Duration

16

Choose Service Frequency Number

Select the frequency number for service occurrences.

Choose Service Frequency Number

17

Select Service Frequency Interval

Choose the interval for service frequency such as Daily, Weekly, Monthly, or Annually.

Select Service Frequency Interval

18

Fill Frequency Interval Details

Enter any additional details related to the selected frequency interval.

Fill Frequency Interval Details

19

Save Service Agreement

Click Save to store the configured service agreement details.

Save Service Agreement

20

Access Confirmation or Next Step

Click here to edit the saved service agreement in order to make changes.

Access Confirmation or Next Step

21

Finalize and Save Configuration

Click Save to finalize and apply all service agreement settings.

Finalize and Save Configuration