Can I Create Multiple Agreements for the Same Customer?

Overview

Yes, X-PRO Service allows you to create and manage multiple service agreements for the same customer. This is useful when a customer has different service requirements, projects, locations, or support plans that need to be managed under separate agreements.

Why Create Multiple Agreements?

You may need multiple agreements for a customer in situations such as:

Different service projects require separate agreements.
Different locations have unique service coverage requirements.
Separate maintenance and support plans need to be managed independently.
Agreements have different terms, durations, or pricing structures.
New agreements are required for additional services or equipment.

Steps to Create Multiple Agreements

Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu.

In the top-right corner of the page, click Create. From the dropdown menu, select Create Service Agreement.

After clicking Create Service Agreement, you will see two options: Create Agreement and Upload Existing Agreement.

Click on the Create Agreement and fill in the required agreement information, such as Service project details, agreement name, group, account and contact.

Note: While X-PRO Service allows you to create multiple agreements for the same customer, each agreement must have a unique Agreement Name and be associated with a Service Project. This helps ensure that agreements can be tracked and managed independently, even when they belong to the same customer account.

Updated on: 06/08/2026

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