Overview
Use the Auto-drafting feature in Step 3: Equipment during Service Agreement creation to automatically populate data from the Maintenance Schedule to the service agreement. This helps resolve any remaining gaps, reduces manual effort, and enables the creation of faster and more accurate proposals.
Who uses this feature
Administrators, accountants, estimators, project managers, and operations managers
Primarily benefits Commercial Service and Replacement, and Commercial Construction business types
Primarily benefits HVAC trades
Feature configuration
This feature is currently in Private Preview and available for specific accounts. It is subject to change. If you want to enable this feature for your account, join the waitlist.
Things to know
The Auto-draft is dependent on the equipment data pulled from the Settings
> Equipment Types > Maintenance Schedule. Ensure you set up and configure Equipment Types.
How this works
Set up equipment details in the Maintenance Schedule section.
Use the Auto-draft Agreement in the Step 3: Equipment screen of creating Service Agreements.
On Step 4: Scope of Work,, add a visit. The data from the Maintenance Schedule is automatically transformed into accurate visits, labor, and materials for the service agreement visit.
Refer to the table below to view how the visit data is consolidated based on the equipment data.
Equipment Data | Agreement Data |
|---|---|
Maintenance Type + Frequency | Recurring Visits - Maintenance Types are consolidated into visits based on a shared frequency. |
Maintenance Type List | Visit Summary - the agreement summary will populate the list of maintenance types completed by this visit. |
Maintenance Type Labor Hours | Visit's Labor Hours - labor hours from all consolidated maintenance types are summed together. |
Maintenance Type Material Cost | Visit's Material Cost - material costs from all consolidated maintenance types are summed together. |
Installed Equipment Record's Maintenance Data -> Linked Material | Visit's Material Table List
|
Maintenance Type Pricebook Service | Visit's Services Table List |
Tip: You can add more SKU items from the Location Record > Equipment > Maintenance Details tab.
Use Auto-draft Agreement
To enable Auto-draft Agreement, ensure that you have equipment added on the Step 3: Equipment screen.
Click Auto-draft Agreement.
On the Auto-draft Agreement? pop-up that opens, click Auto-draft Agreement.
The Agreement auto-drafted successfully message appears, letting you know that the changes are applied.
Tip: Review the Service Agreement draft before sending it.