Enter Estimate Service Agreement



  1. Navigate to ProjectStream / Agreements
  2. Click +New
  3. Enter the general information for the service agreement
  4. Click Save or Save & Close

Name: Enter a unique Agreement Name

Account: Select the Account

Site: Select the agreement site

Contact: Enter the agreement contact

Salesperson: Select the salesperson for the agreement

Program Manger: Select the Program Manager for the agreement

Start Date: Agreement start date

End Date: Agreement ending date

Billing Cycle: Select the billing cycle

Price List: Select the Price List

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