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Josh, a service technician at Midstate Air, discusses his recent experience selling a service agreement to a customer, Ryan, following a major AC repair. He demonstrates how his service agreement form automatically populates customer contact information, after which he fills in the equipment details and collects Ryan's signature. Once finalized, completed copies are sent to both Ryan and the home office. Caitlin, a job dispatcher at Midstate Air, explains the company's shift toward service agreements and shows how they use Smart Service to manage these arrangements. She notes that Josh has sold a service agreement to a longtime customer and proceeds to set up the agreement in the software by determining its name and type.
