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Insert Phone Field from the Employee Matters Agreement

Insert Phone Field from the Employee Matters Agreement

Aug 6th, 2022

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How to Insert Phone Field from the Employee Matters Agreement

4.9 out of 5

19 votes

in this video Ill cover adding an agreement to an existing work order so from the calendar I can double click on a client or work order and then click the second block of information its the location page link and from this link you will be able to see all possible reoccurring work orders or one-time work orders that are active in the system and when you see so just a quick overview when you see this green bar that indicates an agreement is already in that series and then Im going to go back to the top and this quarterly residential was created without an agreement but I want to add one now Im going to go ahead and hit OK twice and the agreement that Im putting in is quarterly pest control with a monthly invoice and Im going to leave the rep and marketing source blank its an existing client going to say this particular agreement is already active Im gonna back date the agreement for January 1st 2019 and then hit next so Im not going to do an initial because its already active

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