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. Eight short tours follow one agreement from plan to signature to renewal; take them in order.
1
Summary
▶ 2 min
The whole program on one page: active agreements, visits coming up month by month, deferred revenue, and what you earned as visits were completed.
2
Plans
▶ 2 min
Build a plan: basics, the visits you owe, the products each visit uses, how it is sold, and member benefits. Then set it Active.
3
Selling an Agreement
▶ 2 min
Pick the plan and the customer, set terms, tax and systems covered, and create the agreement. Nothing runs until the customer signs.
4
Contracts & Signing
▶ 2 min
Send the contract by email or text, see the page the customer signs, and watch the agreement go Active.
5
Visits Due
▶ 2 min
Every visit due in the next 90 days. Field Promax creates the work orders, and closing a work order completes its visit.
6
Billing
▶ 2 min
Bills raise themselves, you check them and send them to QuickBooks, then open the invoice and mark it paid.
7
Renewals
▶ 2 min
Agreements ending soon and the ones that lapsed, which are at risk, and renewing at the current price or a new one.
8
Settings
▶ 2 min
Set this up before your first sale: what runs overnight, and the contract terms printed on every agreement.