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welcome to our tutorial on advanced agreement scheduling in this video well cover how to set up an agreement with two different tasks one in the spring and one in the fall each task will include a different list of action items parts and tools now before we can talk about scheduling we must first create an agreement to do this well go to the customer list and search for our customer well look for the customers address by simply entering part of it in the search field and pressing tab right click the correct result and select qualify customer on the qualification screen we can see if this customer has an existing agreement it doesnt look like this customer does so lets add one by clicking activities and selecting create an agreement the customer purchased a silver agreement from us on tuesday so well fill those fields out and let esc handle filling in the default department technician and expiration date once that has been completed click on the schedule tab well add our first s
