Summary
Agreements are a great way for service organizations to generate work orders, bookings, and invoices on a predefined schedule. Agreements provide flexibility to create multiple schedules to accommodate organizations' need to set up work order creation for multiple scenarios within a single agreement.
Throughout this module, you learned about the different elements of building agreements in Dynamics 365 Field Service, including:
What agreements are and how they're used.
The process of creating an agreement.
How to define booking setups to create work orders and bookings on predefined schedules.
How to generate invoices on a schedule.
The process of activating an agreement.
Next, you'll want to explore other areas that are related to delivering work orders to customers, such as work order scheduling tools, inventory management, asset management, and Resource Scheduling Optimization.