When an ESM Proposal is Accepted with a Service Agreement, Create the Service Agreement in the Customer Record

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Brian Starzec

• October 23, 2019 23:04

With this feature the Service Agreement would be automatically created upon acceptance of the proposal, along with the future tune ups based on the service agreement settings.  This would entail a change to the ESM setup as the Service Agreement listed would have to be mapped to actual P3 Service Agreement Program. 

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  Joshua Robbins

  • November 20, 2021 00:03

  Will this feature ever happen?

   

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  Lori/Roger Zedicher

  • September 17, 2025 15:44

  This would be really nice to have to create a record for the piece of equipment being replaced 

  I have asked for some additional enhancements in the ESM Proposal screens that would identify a system being replaced a create a new system that should flow to the invoice and the equipment screens in the customer records.   Tying a proposal to the system should also help to then create a new service agreement to that piece of equipment that is replaced or the new piece added to the customer file.

  Roger Z created an enhancement 9-15-25 for ESM proposals to assign a piece of equipment to a proposal to eliminate a a fake "New System 2025" to every piece of equipment sold in the ESM proposal screen.

   

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