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In this video tutorial, the process of creating a new service agreement is demonstrated step-by-step. First, navigate to the Settings tab and select Company Setup, then go to the Service Agreements page. Click "New Service Agreement" and provide a name for your agreement. You can fill out each section using work order templates and PDF documents. For the initial service, an inspection can be added by selecting an item from the work order template list. The recurring service can be set up similarly by finding the template list under Settings. To create a template, click "New Template," give it a name, and choose the billing frequency, such as no invoice at the time of service, monthly, quarterly, yearly, or one-time.
