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What is a service agreement in Field Service?
A service agreement describes what you will do for a customer, how often, and at what price. Field Service generates the work orders based on it.
Contract period, the equipment covered, the tasks to be performed, and how often. Pricing terms can be included in the contract so that generated orders have the correct price.
The agreement creates work orders for the upcoming period based on the configured notification period. This allows the planner to assign them well in advance instead of handling each one as it becomes due.
If the agreement is activated without checking the intervals, hundreds of orders will be generated at once. Test it on one customer first.
Recurring maintenance provides predictable revenue and a steady workload for technicians. If it is handled manually, it only gets done when someone remembers.
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