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Josh, a service technician at Midstate Air, recently completed a major AC repair and sold a service agreement to a customer named Ryan to prevent future issues. He utilizes a service agreement form where customer details are auto-filled, and he inputs equipment information before obtaining Ryan's signature. Once finalized, copies will be sent to Ryan and the home office. Caitlin, a job dispatcher at Midstate Air, explains that the company is increasingly relying on Smart Service to manage these service agreements. She plans to set up the agreement within Smart Service by determining its name and type, following Josh's transaction.
