How to create a Service agreement for a X-PRO project?

Overview

A Service Agreement allows you to define the terms, coverage, schedule, and services that will be provided to a customer as part of an X-PRO Service Project. Creating a Service Agreement helps ensure that recurring maintenance and support activities are properly managed and tracked.

Steps to create a service agreement for a X-PRO project

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

Open the relevant project where the service agreement needs to be created

From the Project Dashboard, navigate to Service Agreements, click + Create in the upper-right corner, and select Create Service Agreement.

Here, you can either create a new agreement or upload an existing agreement. Click on the Create a new agreement.

Enter the required agreement details, including:

Agreement Name
Choose template
Group
Account
Contact

Click on the Create Service Agreement

Once you click on it, you will be taken to a page where you can edit and update your Service Agreement according to your requirements

Updated on: 10/08/2026

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How to create a Service agreement for a X-PRO project?

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