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Service Plans · Episode 70

Create a Maintenance Agreement

Length 3:30Recorded in the real appDownload

About this video

Set up a recurring service plan in KaamCam: pick a plan template with its frequency, price per visit and agreement text, create the maintenance agreement for a client, choose how it bills, and see the first visit land in your Jobs list. Then log a completed visit and watch the schedule advance, with a job and an invoice created for you.

Chapters

  1. Intro
  2. Open Service Plans
  3. Create the agreement
  4. Visits, price and billing
  5. Agreement text and signature
  6. Inside the agreement
  7. Log a visit

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