Understanding Agreements in Suprata

Overview

Agreements in Suprata are essential contracts that unfold over time, facilitating organized and efficient business transactions. They play a pivotal role in managing and automating various aspects of customer interactions and service delivery.

Types of Agreements

1. Service Agreement

• Definition: A Service Agreement is a time-bound contract with a preset expiration date.
• Features:
  • Auto-Scheduled Jobs: At the time of agreement creation, it allows for the booking of auto-scheduled jobs.
  • Expiration: Has a predetermined end date.

2. Subscription

• Definition: A Subscription is an open-ended agreement without a fixed expiration date.
• Features:
  • Manual Cancellation: Requires manual cancellation by the user.
  • Job Booking: Does not support auto-scheduled jobs, but allows manual booking of jobs.
  • Usage: Ideal for intangible contracts or passive revenue streams.

Key Functionalities

Booking Appointments and Jobs

• Agreements in Suprata enable the booking of appointments and jobs, offering flexibility and control over service delivery schedules.

Agreement Terms and Signatures

• Each agreement comes with specific terms that can be digitally signed by the customer, ensuring mutual understanding and agreement.

Invoicing and Payments

• Direct Invoices: Agreements can generate invoices directly linked to the agreement terms.
• Invoices for Jobs: Booked jobs under an agreement may also produce separate invoices.
• Payment Plans: Offers the flexibility to set up payment plans.
• Recurring Invoices: Facilitates the creation of recurring invoices for ongoing services.

Agreement Statuses

• Open: The agreement is active and ongoing.
• Closed: The agreement has been completed or terminated.
• Cancelled: The agreement has been revoked before completion.

Closing and Cancelling Agreements

Closing an Agreement

• When closing an agreement, there are options to either leave outstanding invoices open or void them. This includes the decision to cancel or continue future payments.

Cancelling Agreements

• Service Agreements Only: Only Service Agreements can be cancelled.
• Impact of Cancellation: Cancelling a Service Agreement will also cancel all outstanding booked jobs associated with it.