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Agreement association with Services
Agreement association with Services
Peter Posada avatar
Written by Peter Posada
Updated over a year ago

If you offer ancillary or stand-alone services in your ISN that require a signed Agreement, you can link them so that if any of those services are to be performed in an order, the Agreements are automatically assigned to the order.

Once the Agreement is available in your ISN, follow the next path, Settings --> Office Settings --> Inspection and Fee Settings --> Services & Packages:

Locate the Service you would like to perform the association with. Go to the Agreements column (8th column), and click on Assign:

That will open the list of Agreements available in your system, select the right one and click on save:

IMPORTANT: If you don't have the Agreement available in your ISN yet, please open a new chat conversation or send us an email to help@inspectionsupport.com, attach the Agreement as a PDF or Word file, and we'll have it uploaded for you.

If you have any questions about this process please let us know! You can reach us by chat, email at help@inspectionsupport.com, or phone at (800) 700-8112.

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