Signing the agreement does not automatically make a prospect into a client. You have to do this yourself.


Once a prospect has approved an agreement, you will then need to convert them into a client in order to start adding services and scheduling jobs.


To convert a prospect choose the "Make Client" option from the prospect's page:



You will be asked to choose or confirm the type of client to create. This is a good point at which to select common services as well:



After completing the conversion, you will also find the signed agreement document in the new client's document portal:



That's your new client set up! If you chose to add common services, then their jobs and services are all ready to go!