Service Agreements

Use the Service Agreements tab to view and add service agreements.

When you assign stock on the Customer - Work Order Header tab, IntelliDealer may notify you if active contracts exist for that unit. See Service agreement notification on the work order header help topic.

To open the Service Agreements tab, navigate to one of these locations:

You can sort the search results by any one of:

The search fields on the Service Agreements tab are:

Field	Description
Select Contract	Search for service agreements by entering a contract number.
Select Stock Number	Search for service agreements by entering a machine stock number.
Select Location	Search for service agreements by entering a branch location.
Select Customer	Search for service agreements by entering a customer number.
Select Program	Search for service agreements by selecting a SAM program from the drop down list. Valid SAM Programs are accessed at Configuration > Service > Agreements Warranty > SAM Programs.
Select Category	Search for service agreements by selecting a SAM contract category. Valid categories are maintained at Configuration > Service > Agreements Warranty > SAM Contract Categories.
Show Expired	If selected, includes expired service agreements within the service agreement search results.

The fields on the Service Agreements tab are:

Field	Service
Contract Number	The service agreement's contract number.
Stock Number	The machine/unit stock number.
Machine Serial Number	The machine/unit serial number.
Make/Model	The manufacturer of the machine/unit. The model number on the machine/unit.
Name	The customer's name or rental fleet name.
Program	The service agreement program.
Expiry Date	The service agreement expiration date.

Click a Contract Number to open the Contract Maintenance tab.

Click a Stock Number to open the Equipment Profile screen.

Click a Name to open the Customer Profile screen.

Click the Need to create a new agreement? Click here to add link to add a new service agreement.

Revision: 2026.10