Web Application
How Do I Create a New Agreement in X-PRO Service?
Overview
The Agreements section in X-PRO Service allows you to create and manage service agreements for your customers.
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.
 assigned to the project.
Group Filter: Allows you to filter service projects based on the group assigned to the project.
Stage Filter: Allows you to filter service projects based on the current stage of the project.
To use these filters, open X-PRO Service Project,Few readersCan I create a Service Agreement from the mobile app?
At present, X-Pro Service does not support creating service agreements through the mobile app. The mobile application only allows users to view and access existing service agreements. Creation and configuration of new service agreements are available only in the web application.
To create a new service agreement, please use the web application. You can refer to the following knowledge base article for detailed instructions: [How to Create a Service Agreement in X-Pro Service](https:Few readersHow do I re-order Service Call Reasons in X-PRO Service on mobile app?
As per the current functionality, service call reasons cannot be reordered from the XTEN-AV mobile application. However, you can reorder them from the desktop version of XTENAV by the office user only.
If you are unable to reorder the service call reasons, please contact your organization's Super Admin, as they have the necessary permissions to make these changes.
Steps to Reorder Service Call Reasons
Click on the Profile icon in the top-right corner of tFew readers
What information is available in the Project Overview dashboard?
The Project Overview dashboard provides a summary of the project's service activity and performance. The following information is available:
Total Calls – Displays the total number of service calls created for the project.
Open Calls – Shows the number of service calls that are currently open.
Scheduled Calls – Indicates the number of service calls that have been scheduled.
Completed Calls – Displays the number of service calls that have been completed.
**TechnFew readersWhat are Service Agreements?
Overview
Service Agreements in X-PRO are project-specific agreements that define the scope of services, terms, and conditions associated with a project, and allow users to create, manage, and track the agreement within the project in a structured and centralized manner.
Why Service Agreements Matter
Service Agreements are important for maintaining clarity and structure within a project. They help:
Define project scope – Clearly outline the services to be delivered within the prFew readersHow do I filter service projects by assigned resource?
From the left navigation panel, click on the XPRO option. A dropdown menu will appear. Select the Service option from the dropdown to navigate to the Service page.
The XPRO Service page will open. Click More Filters located in the top-right corner of the page. Then, click the All Resources option to open the dropdown list.
 menu next to the agreement you want to edit. Then, selFew readersWhat does the Accepted status mean in Agreements?
Overview
The Accepted status in X-Pro Service Agreements indicates that the recipient has reviewed the agreement and formally approved it. Once an agreement is accepted, it is considered approved by the recipient and no further action is required unless additional changes or revisions are needed.
What Happens When an Agreement Is Accepted?
When a recipient accepts an agreement:
The agreement automatically moves to the Accepted column.
The recipient's approval is recorded.Few readersWhat does the Sent status mean in Agreements?
Overview
The Sent status in the Agreements section indicates that a service agreement has been successfully sent to the customer and is awaiting their review or response. Once an agreement is sent, it moves from the Draft category to the Sent category.
When Does an Agreement Have Sent Status?
An agreement will appear in the Sent category when:
The agreement has been finalized.
The agreement has been sent to the customer.
The customer has not yet viewed, accepFew readersHow can I filter service projects by stage?
From the left navigation panel, click on the XPRO option. A dropdown menu will appear. Select the Service option from the dropdown to navigate to the Service page.
The XPRO Service page will open. Click More Filters located in the top-right corner of the page. Then, click the All Stages option to open the dropdown list.
From the dropdown menu, select the stage youFew readersHow do I manage Service Call Statuses in X-PRO Service?
Navigate to the Main Dashboard, click on X-PRO, and then select Service from the navigation menu to access the Service module.
You can view all created service calls in the Calls section, where all existing calls are listed and available for review and management.
Click the **thrFew readersWhat is the Agreements Section in X-PRO Service?
Overview
The Agreements section in X-PRO Service allows users to create, manage, track, and monitor service agreements for their customers. It provides a centralized location to view the status of all agreements throughout their lifecycle, from creation to acceptance.
Accessing the Agreements Section
Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu.
 menu next to the agreement you want to remove. Then, select *Few readersHow do I configure Service Call Stages in X-PRO Service?
Overview
X-PRO Service allows you to configure Service Call Stages as per your need to bifurcate the service calls and make it organized and manageable.
Steps to configure Service Call Stages
Click on the Profile icon in the top-right corner of the application. From the menu, select Settings.
From the Settings section, open X-PRO Settings to access additionaFew readersWhat Does the Draft Status Mean in Agreements?
Overview
The Draft status in the Agreements section indicates that a service agreement has been created but has not yet been sent to the customer for review or approval.Draft agreements allow you to prepare, review, and update agreement details before sharing them with the customer.
When Does an Agreement Have Draft Status?
An agreement will appear in the Draft category when:
A new service agreement has been created.
The agreement has been saved but not sent to the custoFew readersWhat does the Open Calls widget represent?
Overview
The Open Calls widget in X-PRO Service displays the total number of service calls that are currently active and not yet completed within a project, providing users with a quick view of ongoing service workload that is still in progress or pending completion.
Click on the Calls option, and the Calls page will display a list of all open calls within the project.Few readersHow can I find accepted agreements quickly?
Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu.
You can view all created agreements in the Agreements section.
You can find all accepted agreements in the Accepted section.
 menu located on the right side of the project name. From the list of available options, seleFew readersHow to View Analytics of All Projects in X-PRO Service?
Overview
The Analytics section in X-PRO Service provides a centralized view of project performance and service activity across all projects. It helps project managers and administrators monitor key metrics, track workload distribution, and gain insights into overall operational performance.
Steps to View Analytics for All Projects
Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu.
![](https://storage.criFew readersHow can I view assigned technicians for a project?
Overview
The assigned technicians in a project can be viewed within X-PRO Service, allowing to see which technicians are allocated to handle service calls and tasks for that specific project, ensuring clear visibility of resource assignment and team responsibility.
Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu.
You will be redirFew readersHow can I assign resources to a project?
From the left navigation panel, click on the XPRO option. A dropdown menu will appear. Select the Service option from the dropdown to navigate to the Service page.
The XPRO Service page will open. Click the Create button located in the top-right corner of the page, and then select Create Service Project from the available options.
![](https://storage.crisp.chat/users/hFew readersHow do I configure hourly costs and pricing for Labor Types?
Overview
X-PRO Service allows you to configure hourly costs, margins, markups, and billing rates for each Labor Type. This helps ensure accurate labor pricing across service calls, agreements, and other service-related activities.
Steps to Configure Hourly Costs and Pricing
Click on the Profile icon in the top-right corner of the application. From the menu, select Settings.
![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433Few readersWhat do the different Service Call Stages mean?
Service Call Stages help track the progress of a service request from creation to completion.
Each stage represents a specific step in the service workflow, making it easier for teams to monitor status, manage tasks, and keep customers informed.
Stage Description
Open The service call has been created and is awaiting review, assignment, or scheduling.
| Scheduled | The service call has been assigned and scheduled for a technician or service team to perform the worFew readersCan I sort service projects by ID, Start Date, or End Date?
Yes, you can sort service projects by Project ID, Start Date, or End Date. Click the sorting arrow next to the respective column header to arrange the projects in either ascending or descending order.
Navigate to the Service page by clicking the XPRO option in the left navigation panel. A dropdown menu will appear; select the Service option from the list.
You willFew readersHow Can I Track the Status of My Agreements?
Overview
X-Pro Service allows you to easily monitor the status of all your agreements from the Agreements page. Agreements are automatically organized into status categories, making it simple to see where each agreement is in the approval process.
How to View Agreement Statuses
Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu.
![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000Few readersWhat filters are available under the "More Filter" option?
On the XPRO Service page, three additional filters are available under the More Filters option: All Resource, All Group, and All Stage.
To filter service projects by resource, click the All Resources dropdown menu and select the desired resource. The service projects list will be updated to display only the projects associated with the selected resource.
Similarly, you can use the Group and Stage filters to refine the list of service projects based oFew readersWhat does the Scheduled Calls widget show?
The Scheduled Calls widget in X-PRO Service shows the total number of service calls that have been planned and assigned with specific dates and times within a project, providing users with a clear view of upcoming scheduled work.
Click on the calls option, the Calls page will display a list of all available scheduled calls.Few readersHow Do I View All Service Agreements in One Place?
Overview
The Agreements section in X-PRO Service provides a centralized location where you can view and manage all your service agreements in one place. This allows you to easily track agreement statuses, search for specific agreements, and monitor customer responses.
Steps to View All Service Agreements
Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu.
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Measured in days.
CalculatedFew readersHow to Create an X-PRO Service Project Using XAVIA?
Overview
XAVIA allows you to quickly create an X-PRO Service project by guiding you through a simple conversation. Instead of manually entering project details, you can provide the required information to XAVIA, and it will automatically generate the project for you.
Steps to Create an X-PRO Service Project Using XAVIA
From the main dashboard, click the Ask XAVIA button to open the AI assistant and begin creating your project.
 icon next to each applied filter to clear them individually.
Continue removing all selected filters until the default view is restored.
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Helps measure service activity and workload volume.
Can include support requests, maintenance calls, serFew readersHow to Edit a Service Call for an X-PRO Project?
Overview
X-PRO allows you to update existing Service Calls whenever changes are required. You can modify details such as the Issue name, description, assigned technician, Stage, priority, and other relevant information.
Steps to edit a service call
Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu.
Open the rFew readersHow do I create and manage Service Call Reasons in X-PRO Service?
Service Call Reasons help categorize and identify the purpose of a service request. They provide a standardized way to classify service calls, making it easier to track, report on, and manage service activities.
Steps to configure Service Call Reasons
Click on the Profile icon in the top-right corner of the application. From the menu, select Settings.
From the SettingsFew readersHow do I create a new Service Project in the X-PRO mobile app?
Open the XtenAV Mobile App and tap the X-PRO option located in the bottom-right corner of the screen.
Open the XtenAV Mobile App and tap X-PRO in the bottom-right corner. Then, click on X-PRO Installation.
From the bottom of the page, the available options will appear. Tap *Few readersHow do I access agreement details from the Agreements tab on mobile app?
Overview
In the X-Pro Service mobile app, agreement details can be accessed from the Agreements tab, where all user agreements are listed and linked with related service and project information for quick access on the go.
Open the X-PRO Mobile App and navigate to the X-PRO section.
In the X-PRO section, tap the X-PRO Installation option located at the top of the screen.
