Lumary AC - This article explains how to record a client's approval of a support at home (SAH) service agreement ready to deliver and claim services.
Once you've generated a quote, you'll need to get the client to approve the service agreement. There are two ways you can capture a client's signature to record their approval. You can either:
- Depending on how your environment is setup, you may have a signature integration tool which will capture a client's signature to record their approval, or
- get the client to sign a physical copy of the service agreement and then upload a copy of the signed agreement into Lumary.
This is the final step in setting up a service agreement. Once the agreement's status is Current, you'll be able to deliver and claim services included in the agreement.
Record a client's approval on a physical copy of the service agreement
If it's not feasible to capture a client's signature electronically, you may need to upload a signed copy of the agreement and accept the quote manually. Once you have scanned or uploaded the signed copy to your computer:
- Navigate to the client's service agreement. This can be found on the client's record, under the Funding tab, in the Agreements sub-tab, within the Individual Service Agreements section.
The service agreement should have a status of Quote Submitted.
- Click on the View text link to open the agreement.
- Click on the Related tab.
- Scroll down to the Files section.
- Click on the Add Files button.
- Navigate to the signed copy of the service agreement on your computer.
- Click on Open.
- Once the file has finished uploading, click on the Close button to close the upload window.
Once you've uploaded the signed agreement, the final step is to accept the quote of the service agreement record. To do this:
- Click on the Accept Quote button.
The status of the service agreement will be set to Current and you'll be able to deliver and claim services against the agreement.