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Document Entry is the main Service Manager program. With this program, you can enter or view:

•Jobs

•Sales

•Quotations

•Templates

•Meter Agreements

•Site Agreements

•Warranty Agreements

•Historic Jobs

•Recurring Jobs

These are collectively termed Documents.

Note: The Agreement Setup program provides a consolidated user interface to simplify Agreement setup. Agreements are displayed in a tree structure and new Agreements are created using a step by step wizard approach. You can still use Document Entry to view and maintain Agreements, however you will find the Agreement tree display and wizard approach to creating new Agreements much easier to use and follow.