Use this guide to create a new agreement for an existing contractor, customer and site

There are 4 stages involved:

1. Select the contractor record
2. Select the customer record
3. Select the site record
4. Create an agreement for the site

Below details the stages involved:

1. From the home page, choose Sales and then Customers
2. Choose the New Business tab
3. Choose New on the toolbar to open the New Business Wizard
4. Choose  to select the Contractor that you want to add an agreement to
5. Choose Next to select the Customer page
6. Choose  to select the correct Customer for this contractor. Only the customers for this contractor will be shown
7. Choose Next to select the SIte page
8. Choose  to select the Site that you want to add an agreement to
9. Choose Next to select the Agreement Information page. Enter the agreement details
10. Choose Finish
          
    The new agreement will be displayed for you ready to start adding items.