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In this video tutorial, the presenter explains how to create a new service agreement step-by-step. First, navigate to the Settings tab and go to the company setup, then select the service agreements page. Click on "new service agreement," assign it a name, and complete each section with work order templates and PDF documents. The tutorial details adding an initial service, which will be an inspection in this case, by selecting an item from the work order template list. To create a new template, access the work order templates section, click on "new template," and assign a name along with choosing the billing frequency (options include no invoice at the time of service, monthly, quarterly, yearly, or one-time billing).
