What Types of Agreements Can I Manage in X-PRO Service?

Overview

The Agreements section in X-PRO Service enables you to create, manage, and track service agreements for your customers. These agreements help define the scope of services, terms, and support commitments between your organization and your customers.

Agreement Types You Can Manage

Depending on your business requirements, you can manage various types of service agreements, including:

Service Maintenance Agreements

Create agreements for ongoing maintenance and support services provided to customers.

Annual Service Contracts (ASC)

Manage long-term service contracts that cover scheduled maintenance, inspections, and support for a specified period.

Support Agreements

Track agreements related to technical support, troubleshooting, and customer assistance services.

Preventive Maintenance Agreements

Create agreements that outline routine maintenance activities to ensure systems continue operating efficiently.

Customized Service Agreements

Upload or create custom agreements tailored to your customer's specific service requirements and business needs.

Managing Agreements in X-PRO Service

From the Agreements page, you can:

• Create new agreements.
• Upload existing agreements.
• Track agreement status.
• Monitor customer engagement with agreements.
• Search and filter agreements for quick access.

Agreement Status Tracking

Each agreement can be tracked through the following stages:

• Draft – Agreement is being prepared.
• Sent – Agreement has been sent to the customer.
• Viewed – Customer has viewed the agreement.
• Accepted – Customer has accepted the agreement.
• Declined – Customer has declined the agreement.

Updated on: 06/08/2026