Agreements

Track energy contracts between your accounts and suppliers — contract terms, rates, dates, and the connections each agreement covers.

Agreements represent energy contracts between your accounts and suppliers. They track contract terms, rates, start and end dates, and the connections covered by each agreement.

Agreements list

The Agreements page has two tabs: Agreements and Connections.

Agreements tab

Displays all agreements in a data grid:

Column	Description
Name	The agreement name or reference
Type	Agreement type — for example, ELEC_RETAIL, ELEC_METERING, NGAS_RETAIL
Date Start	When the agreement begins
Date End	When the agreement expires
Account Name	The account this agreement belongs to
Supplier Name	The energy supplier or retailer
Supplier Type	Whether the supplier is RETAIL or METER

Summary cards show:

• # Agreements — Total active and inactive
• New Agreements — Added this month and year with growth percentages

Connections tab

Shows which connections are linked to each agreement, helping you verify that all meters are covered by a current contract.

Creating an agreement

Click the + button in the top-right corner. You need to specify the agreement name, type, dates, account, and supplier.

For a detailed walkthrough, see the Managing Agreements guide.

Agreement types

Type	Description
ELEC_RETAIL	Electricity retail supply agreement
ELEC_METERING	Electricity metering agreement
NGAS_RETAIL	Natural gas retail supply agreement
WATER_RETAIL	Water retail supply agreement