Service Agreements
Turn one-time jobs into recurring revenue — maintenance plans your company sells to its own customers, with scheduled visits, member benefits, and recurring billing. Five tours follow the life of one agreement; take them in order.
1
Plans & Templates
▶ 3 min
Start from an industry template — HVAC, plumbing, pest, pool — then build the plan: seasonal visit schedules, member benefits, and the monthly / annual / per-visit pricing you'll offer at the door.
2
Selling an Agreement
▶ 2 min
The 30-second sale: pick the customer, pick the plan, let them choose monthly or annual, check the covered equipment — visits and billing are projected the moment you click Create.
3
Visits & Scheduling
▶ 2 min
The dispatcher's morning queue: every visit that's due or overdue, booked into a prefilled work order in two clicks — and marked complete automatically when the job closes.
4
Billing & Payment Links
▶ 3 min
One click bills the whole book: generate invoices from due cycles, email each customer a Stripe payment link with the PDF attached, and watch invoices mark themselves paid — no card numbers stored, ever.
5
Renewals
▶ 2 min
Keep the book growing: your renewal rate, who expires in 30 days, the at-risk flag that says "book the visit before you ask for money" — and one-click term rollover.