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Josh, a service technician from Midstate Air, discusses completing a major repair and selling a service agreement to a customer named Ryan to ensure reliable AC service. He demonstrates how to fill out the service agreement form, which auto-populates customer information, and explains the process of gathering the necessary details, including equipment information, and obtaining Ryan's signature. Once completed, copies will be sent to both Ryan and the home office. Caitlin, a job dispatcher, highlights the company's shift towards service agreements and the use of Smart Service to manage these arrangements efficiently, showcasing how she can set up the newly sold agreement for Ryan within the system.
