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.
02
Navigate to Price Book
Click the Price Book to access pricing configurations.
03
Open Service Agreement Section
Click Service Agreement to manage service-related pricing packages.
04
Select Package Name Field
Click the Package Name field to specify the service package.
05
Enter Package Name
Enter your package name, such as AC Servicing contract.
06
Select Amount Field
Click the Amount field to input the pricing value.
07
Enter Pricing Amount
Enter the price amount for the service agreement.
08
Choose Service Categories
Select the applicable service categories like Repair, Landscaping, Planning, Maintenance, Inspection, Insurance, Routine Landscaping, Corrective, and Breakdown/Damage.
09
Fill Service Categories Details
Enter detailed descriptions or notes for the selected service categories.
10
Access Additional Options
Click here to open additional configuration options for the service agreement.
11
Enter Payment Terms
Enter payment terms such as Every month Payment after servicing.
12
Select Type Of Service Field
Click the Type Of Service field to specify the service nature.
13
Enter Service Type
Enter the service type, for example, Servicing.
14
Select Start Period
Click the start period field currently set to one.
15
Enter Service Duration
Enter the duration of the service agreement in months.
16
Choose Service Frequency Number
Select the frequency number for service occurrences.
17
Select Service Frequency Interval
Choose the interval for service frequency such as Daily, Weekly, Monthly, or Annually.
18
Fill Frequency Interval Details
Enter any additional details related to the selected frequency interval.
19
Save Service Agreement
Click Save to store the configured service agreement details.
20
Access Confirmation or Next Step
Click here to edit the saved service agreement in order to make changes.
21
Finalize and Save Configuration
Click Save to finalize and apply all service agreement settings.
