1. Click "Product & Services"
2. Click "Scheduled Services"
3. Click "Current" tab to get the active agreements, but you can also edit agreements from attention tab (draft or unfinished agreements).
4. Click on the pencil icon to start the edit process.
5. The Scheduled Service pop up will show an agreement summary, click on the pencil icon.
6. Select the date range you would like you work order(s) reminder(s) to be generated.
Click "Continue"
7. Click "Continue" (Work Order Settings, review the configuration or make any changes).
8. Click "Monthly" to see the Work Order frequency configuration.
9. Click "Quarterly" to see the Work Order frequency configuration.
10. Click "Semi Annually" to see the Work Order frequency configuration.
11. Click "Annually" to see the Work Order frequency configuration.
12. Click "Three Yearly" to see the Work Order frequency configuration.
13. Click "Five Yearly" to see the Work Order frequency configuration.
14. Click "Weekly"
15. Click "Custom" to see the Work Order frequency configuration.
16. Click "Continue" once you are done with the Work Order frequency set up.
17. Click "Save and Exit" if you are done with the changes, but in case you want to proceed or cancel see the available options.
