Setting Up Recurring Services
Create maintenance contracts and recurring services:
- Go to the client profile
- Click "Add Recurring Service"
- Select service type and scope
- Set frequency (weekly, monthly, quarterly, annually)
- Define pricing and billing terms
- Set start and end dates
- Activate the contract
Service Schedules
schedule maintenance visits:
- Jobs auto-created based on frequency
- Assign preferred technicians
- Set time windows and duration
- Send built-in reminders to customers
- Skip or reschedule individual visits
- Track completion and missed visits
Recurring Billing
Streamline invoicing for contracts:
- Auto-generate invoices on schedule
- Charge saved payment methods
- Prorate for mid-cycle starts or cancellations
- Apply contract discounts
- Handle price changes and renewals
- Send payment receipts
Contract Management
Manage the full contract lifecycle:
- Track contract status (active, paused, expired)
- Monitor upcoming renewals
- Calculate contract revenue and profitability
- View service history for each contract
- Handle upgrades and downgrades
- Process cancellations and refunds