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How to associate Agreements with Services
How to associate Agreements with Services
Peter Posada avatar
Written by Peter Posada
Updated over a week ago

In the ISN Settings, you have two options to trigger an Agreement to be assigned to an order. The first one is by associating it with the Inspections Types and the second is by associating it with the Services.

In this article we will review how to associate the Agreements with the Services, if you want to know how the Agreements are associated with the Inspection Types CLICK HERE.

First go to Settings --> Office Settings, within the Inspection and Fees Settings, click on Services & Packages:

In the 8th column named Agreements, you can perform the association by clicking on the "Assign" button. You can choose more than one depending on the Service.

You can choose more than one depending on the Service, once you have finished the selection, click on Save.

NOTE: There's no need to associate the Agreements with the Packages, the Services within a package will include the Agreements.

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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