Feature Releases
Admin System
Released Thursday, April 8th
Service Agreement Dashboard
Now you have a centralized area to view your customers under active service agreements and manage your Service Agreement sales efforts. Just access the Customer ->Service Agreement Dashboard from the navigation bar. Update your team's Workforce Management access to control access to the new tool.
The Service Agreement Management Dashboard utilizes your company's current setup with Service Agreements. We will have a trailing release this summer, that includes a replacement of the traditional solution and the addition of 2 more widgets to aid with managing visits and gain insight to equipment service costs (aids with aligning Service Agreement Package prices).