How to link services and service schedules
If you have a specific Service Schedule that you would like to use in Engager, you can do this but first you will need to edit or create the Document within Engager first. If you’re at this stage, head here first.
In this video we take a look at how to link services to the service schedules you create
Once you’ve created your Service Schedule, you will now need to activate and assign these for you to use in Engager in Settings - Services.
So in the below example, I’ve created a new Service and I’m adding in my freshly created Schedule of Services
If you have added your Schedule of services for VAT that you like to use, you will need to update the Master Settings similar to above - Head to Settings - Locate the VAT Service - change the drop to your new Schedule of Service
This will mean all future uses of this service, will contact your preferred SOS
Now when you go to generate your engagement letters etc, it will pull through your newly created SOS
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