How to Create a Service Agreement in X-PRO Service?

Overview

Service Agreements in X-PRO Service help organizations define and manage service commitments for their customers. Creating a Service Agreement allows you to establish coverage terms, service schedules, contract durations, and other important service-related details.

Steps to Create a Service Agreement

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

• Click the + Create button. Select Service Agreement from the available options.

• 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:

• Service Project
• 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: 06/08/2026