Configure Agreement Plans

• Learn how to create agreement items and track new vs. renewed.
• Setup agreement plans with robust descriptions for first time customers.
• Review all of the agreement settings operating in the background.

Sell, Setup, & Schedule

• See how agreements are sold from the mobile app.
• Setup maintenance and billing schedules from office.
• Easily know who is due for maintenance or up for renewal with on-demand reporting.

Automate Communications & Renewals

• Setup email and text communication templates to automatically:
  • Remind customers to call you to schedule service.
  • Notify customers when it's time to renew.
  • Send convenient "Pay now" link to increase renewal rate.
• Learn how to setup auto-pay with FE payments.