Service Contracts

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.

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.

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.