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intuit field service management provides a simple and compelling functionality for tracking managing and executing service agreements service management doesnt create them for you but enables you to take that paper contract between you and your customer and enter into the system to automatically create the work orders and invoices associated with those visits as well as ensure that you adhere to the checklists youve agreed to in that contract so lets take an example starting with entering a service agreement off the paper contract that your tech or salesmans brought in well start by adding a service agreement from the customer record first thing were going to do is go ahead and give this a name indicate who it was sold by in this case it was chuck our sales rep and then well go ahead and enter some filter information or perhaps other information like to enter in through the rear entrance to further strengthen our relationship with the customer well go ahead and make sure we alw
