Agreements in 3C Connect are designed to make scheduling service agreements simple. They are attached to specific pieces of equipment that belong to a customer's site. Services like recurring tune-ups and scheduled maintenance visits can be provided at any desired price, and discounts can be offered as a part of the agreement.

To learn about setting up the agreement types you offer in 3C Connect, click here to view our article on adding agreement types.

Agreements can be sold by attaching an agreement to a specific piece of equipment. This can be done from the 3C Connect Mobile App or through a work order from the 3C Connect web app.

From a work order on the 3C Connect Mobile App, service agreements can be added to each piece of equipment.

A custom link to more information about agreement offerings can be set up for easy access in the Mobile App.

To change this link, as well as the naming for your service agreements, navigate to the Mobile App setting under the Application Settings heading of the 3C Connect web app settings.

Change the service agreement URL to reflect current agreement offerings.

If the agreement being sold comes with a discount, it will be applied to the purchase immediately. The discount will be applied to any purchases associated with the covered equipment for the life of the agreement. An exception to this are any items with custom pricing, since the agreement pricing is already set manually for those items.

From a work order in the 3C Connect web app, service agreements can be added to each piece of equipment.

If the agreement being sold comes with a discount, it will be applied to the purchase immediately. The discount will be applied to any purchases associated with the covered equipment for the life of the agreement. An exception to this are any items with custom pricing, since the agreement pricing is already set manually for those items.

Some customers may have sites that are within a local range while others have sites beyond a normal service area. Setting the zone for a site allows for an automatic agreement price adjustment based on the number of tune-ups in the agreement.

Zones can be set up by users with the Contractor Admin user role by navigating to the zones settings under the application settings heading in 3C Connect. Click on the edit button in the action bar at the bottom of the screen to add or remove zones and their respective rates.

When selling an agreement for a piece of equipment at a site in one of your zones, the zone price will be multiplied by the number of tune-ups in the agreement and added on top of the normal agreement cost.

Zones can be changed when viewing a customer's site.

The customer will not be charged when using the create button from the 3C Connect web app to add an agreement. A warning will be displayed indicating that a work order must be created in order to charge the customer for the agreement.