1. Navigate to your broker portal.
2. Click "Product & Services"
3. Click "Scheduled Services"
4. Click "Scheduled Service"
5. Click "Select Client"
6. Select the client you wish to use
7. Select any site from the client
8. You can hit the "X" and remove multiplier
9. Click "save & continue"
10. Click "+ ADD SCHEDULED SERVICE"
11. Select "Equipment testing, maintenance & inspection" and hit continue
12. Choose your date range and click continue
13. Click "New Agreement" then continue
14. Enter a custom ID if you prefer
15. Choose "invoice based from completed work order" and hit continue
16. Next click select item box and choose from the dropdown
17. Click the check box next to "bulk assign services" then hit "press + bulk assign services"
18. Click "Bulk Assign Services"
19. You have a few options for vendor preferences. I am going to highlight by turning vendor approval's off
20. Click "ASSIGN THE VENDORS ASSOCIATED or Manual"
21. Click "Service to Work Order and Invoice"
22. Click "Select Service"
23. Choose your service from drop down menu
24. Click this image.
25. Then click save
26. Click the downward facing arrow next to a service to see rates/vendor/more information
27. Click the blue box with a "+" if we want to change a site vendor to a new vendor or team member
28. Select assign vendor manually
29. Click this button.
30. Click "Vendor"
31. Define your range for work order range frequency
32. Click "Vendor"
33. choose priority
34. Click "Select Vendor"
35. Choose your desired service provider
36. Add client + vendor rates
37. Click save then the
38. Click "Bulk Schedule Work Order Frequency"
39. Select the WO specifics you prefer.. WO Description, call type, problem type and uncheck the dispatch work order button.
40. Now you can define the WO frequency. In this example I am using a custom WO frequency. Select "custom"
41. Now you can choose the WO generation date/ETA/ETC/Expiration and hit save WO
42. Click "SAVE WO". For a custom frequency you have to save each individual WO.
43. Choose save & exit to leave the agreement in "draft" form. Select Activate to make this a live agreement where WO's will generate as defined
