Step 5 of 9: Getting Started with Agreements

Welcome to the dESCO onboarding program covering the primary modules of ESC. This session will cover the Service Agreement module.

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Terminology:

  1. Service Agreements: Preventitive maintenance contract, service contract, maintenance plan
  2. Post Schedule to Dispatch: Create scheduled Dispatches to EDB
  3. Post Monthly Invoices: Create your scheduled Invoices
  4. Month to Post: Month you are scheduling the Invoice to be created
  5. Begin Invoicing On (Date): The first scheduled payment following Customer's initial purchase of said Service Agreement
  6. Task: Name of activity. e.g. "Spring Cleaning"
  7. Usage: Unit of measurement e.g. hours, pounds
  8. Agreement Type: Helps to sort/segment and report on the data
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