✅ 1. Check for Active Contract
• If a contract exists:
o Update the Sold Date and Duration (12 months) Time to match the Start Date on the SA Contract.
o Set Contract Length = 12 months.

📄 2. Upload Service Agreement
• Go to SA (check Mobile Photo Gallery on the client page).
• Copy the Service Agreement and upload it to Documents in FR.
o Description: “Service Agreement”
o Visibility: Tech ✅ | Customer ✅
o Click Upload

🗓️ 3. Set Recurring Schedule
• Check SA for Service Frequency: 4, 8 or 12 is most common but we do have bi-annual and annual
• Check SA for Billing Frequency: After Service Completion or Monthly is most common
-Option A: If billed after service!
-Set recurring frequency to 8 weeks or 12 weeks (depends on client freq in SA)
-Option B: If billing is MONTHLY
-Set recurring frequency to (EVERY OTHER MONTH), [THIS IS EVERY 9 WEEKS BASICALLY] o Assign Preferred Tech (usually Steve)
o Enable Auto-Schedule → Next 2 appointments
o Click Regenerate Auto-Schedule Appointments
• ✅ Confirm: The dates look correct adn match SA
o Next SA Appointment = Next FR Appointment
o If not, change SA to match FR so they are in sync. (just the next 2 services in SA)

Frequency

• Mosquito: Every 4 weeks
• Pest Control & Mosquito: 4 weeks/ 8 Weeks
• Pest Control/ Billed after service : Every 8 weeks
• Pest Control/ Monthly: Every other month (9 weeks)

💳 4. Billing Options
• Change Billing Frequency to:
o Monthly OR After Each Completed Service
• If there is a contract, match Next Billing Date to what’s on the SA Contract

🧾 5. Invoices
• Confirm:
o Recurring invoice is accurate
o Taxable = ON
• If Monthly Billing:
o Set Recurring Price to Monthly rate
o Under Standard Production, switch to Custom (if billed monthly, (LET IS AUTOCALCULATE)
o If Billed Per Service: Ensure Set Items and Standard Production both reflect the correct price

💰6. Billing Setup
• Verify Autopay is connected to a card on file