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SM Agreements with Services but Not Preventive

We have Agreements that are used for recurring billing and a service we provide but it isn't preventive ... meaning we don't want to set a Service schedule for it.

Therefore we are requesting an option on the SM Service -> Schedule tab to be able to have None as a recurring pattern.

• Sherry Jackson
• Jan 26 2024

Vista Apps / SM - Service Management

Company	Fire Safety and Protection LLC
Job Title / Role	Sr. System Administrator
I need it...	Yesterday...Come on already

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  Sherry Jackson commented

  September 30, 2024 21:51

  I found a way to do this. If you mark on the Service tab Monthly and pick the 3rd radio button, you can then not pick any months and it won't generate a Work Order.

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