🚀 What's Launching?
We're introducing the Service Agreements Report — a new report that brings your service agreement data together in one place. View and analyze Service Agreements alongside Service Plans, Customers, Locations, Assets, Billing, Jobs, and Invoices, all without switching screens.
You'll find it in the Service Agreements Reports section of the ServiceBridge web application once it's been enabled for your account.
✅ What You Can Do
View Service Agreements with related Service Plan data in a single report
Pull in additional data — Customers, Locations, Assets, Billing, Jobs, and Invoices
Customize, reorder, and filter columns to match your workflow
Filter by Customer, Agreement Status, Service Plan, Billing, and date range
Save report configurations for future use and adjust them anytime
Export to CSV or use Print Preview for a print-ready version
📌 A Few Things to Know
Standalone Service Plans (not linked to an agreement) are not included currently
Access is role-based: Franchise users see assigned companies; Executives have multi-company visibility; Standard users see their own company
The report will be deployed, but not immediately visible — a post-release activation is required
🙋🏼Questions about enablement? Reach out to your Account Manager.