Agreements
Adding New Customers Without Assigning A Time Slot.
How do I edit an agreement Template?
How do I add additional contracts / agreements?
How do I add additional service frequencies to my agreements? I am trying to set up some new agreements but for some reason when trying to add a new agreement, I am ONLY given service freq of: weekly, one-time, bi-weekly and tri-weekly.
We have a paper contract on file for the customer. How do I update the system so it says that the agreement has been signed?