Service Contracts

Maintenance agreements with renewal tracking and linked recurring schedules.

Maintenance agreements, with renewal tracking and links to the recurring work that fulfills them.

Contract fields

Customer.
Type and terms.
Start and end dates.
Status (Active by default).
Renewal reminder date.

The Service Agreements list with agreement number, customer, type, status, start and end dates, and renewal reminder — Service agreements with their term and renewal reminder date.

Renewing

Renewing a contract chains a fresh one: it copies the core details, generates a new contract number, and rolls the dates forward from the old end date, while keeping a link back to the contract it replaced. So your renewal history stays intact instead of overwriting itself.

A service agreement detail page showing type, start and end dates, renewal reminder, and terms — One agreement: term, renewal reminder, and the terms text that governs it.

Linked recurring work

A contract can point at a Recurring Job schedule (the visits) and a Recurring Invoice schedule (the billing), so the agreement actually runs itself once it's set up.

In Analytics

Analytics -> Customer Relationship: contract attach rate and contract renewal rate.

Plan tier

Service Contracts is on Business.