Agreements Register

What is the register?

The Register is the full list of agreements you have sold. Each row is one agreement for one client at one service location. Agreements are held per location, not per client, so a client with three sites needs an agreement for each site you cover.

Where to find it

In the sidebar, click Agreements, then Register. You need the Agreements permission.

What you can do here

Read the list

Column	What it shows
Client	The client the agreement is for.
Location	The service site covered.
Agreement Type	The plan, shown as a coloured label.
Price	The locked-in price, followed by /yr or /mo to match the billing cadence.
Term	The commitment term, for example 1 Year or No fixed term.
Sold By	The team member who sold it.
Created By	Who entered it in brix.
Next Renewal	The renewal date.
Status	Active, Renewal Due or Cancelled.

Newest agreements appear first. Click a column heading to sort by it.

Search and filter

• Type in the search box to find a client or location.
• Use the status menu to show All, Active, Renewal Due or Cancelled agreements.

Assign an agreement

1. Click Assign Agreement.

2. Pick the Client, then the Location. The location list shows that client’s addresses, so choose the exact site being covered.

3. Choose the Agreement Type. The member discount for that plan appears underneath, for example a percentage per business unit.

4. Set the Start Date. It starts as today.

5. Enter the Locked-in Price. This is the price for this agreement, and the plan itself does not carry one.

6. Choose a Commitment Term. The list only offers the terms that plan has, so pick the agreement type first.

7. Choose the Billing Cadence: Annually or Monthly.

8. Optionally pick who it was Sold by, and add Notes.

9. Add the Covered Assets (see below).

10. Click Save.

Note

If you change the agreement type after choosing a term, the term clears so you can pick one that the new plan offers.

Choose covered assets

Covered Assets are the client’s equipment that the agreement services. Only covered assets are serviced under the plan and appear on the maintenance form. Any of the client’s assets can be covered, whatever its location.

1. Pick a client first. Until you do, Add Asset is unavailable.
2. Click Add Asset, then choose Select existing assets to tick one or more of the client’s assets, or Create new asset to add one on the spot.
3. Click the cross at the end of a row to stop covering that asset.

Edit or remove an agreement

Click a row to open it, or use the menu at the end of the row to view, edit or delete it. Change what you need and click Save. The agreement keeps the term and price it was assigned with, even if the plan changes later.

Caution

Deleting an agreement removes it from the register and from your recurring revenue figures. Brix asks you to confirm first, and you cannot undo it.

What happens next

The Agreements Overview adds each new agreement to your recurring revenue and lists it under Renewals Due as its renewal date approaches.

Things to check

• The agreement type list is empty or missing a plan: only active plans are offered. Set one up or reactivate it under Agreement types.
• The Commitment Term list is greyed out: choose an agreement type first.
• Save is greyed out: change a field first, and make sure the required fields (location, agreement type, term, billing cadence) are filled in.
• You cannot pick a location: choose the client first. The list only shows that client’s addresses.
• Add Asset is unavailable: choose a client first.

Agreement typesSet up the plans you assign here.

Agreements OverviewSee recurring revenue and upcoming renewals.