Welcome to the dESCO onboarding program covering the primary modules of ESC. This session will cover the Service Agreement module.
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Getting Started Guide: Agreements
- Service Agreements: Preventitive maintenance contract, service contract, maintenance plan
- Post Schedule to Dispatch: Create scheduled Dispatches to EDB
- Post Monthly Invoices: Create your scheduled Invoices
- Month to Post: Month you are scheduling the Invoice to be created
- Begin Invoicing On (Date): The first scheduled payment following Customer's initial purchase of said Service Agreement
- Task: Name of activity. e.g. "Spring Cleaning"
- Usage: Unit of measurement e.g. hours, pounds
- Agreement Type: Helps to sort/segment and report on the data