A Service Agreement represents a recurring maintenance program. Setting up agreements builds repeatable contract revenue and guarantees scheduled care of customer HVAC systems, pumps, or wiring.
Step-by-Step Walkthrough
Open the Agreements Dashboard
From the billing menu, click Service Agreements. This page displays active service contracts, monthly recurring values, and upcoming expiration lists.
Create a New Agreement
Click New Agreement. Select the customer and the target billing account.
Define Agreement Terms
Input start and end dates, billing frequency (e.g. Monthly, Annual), pricing models, and payment terms.
| Field | Requirement | Purpose / Details |
|---|---|---|
| Start Date | Required | Effective date of the maintenance contract. |
| Duration | Required | Typically 12, 24, or 36 months. |
| Billing Schedule | Required | Frequency (Monthly, Quarterly, Annually). |
Link Customer Equipment
Select the specific equipment (e.g. condenser, elevator pump) covered by the agreement. This links dispatch tickets directly to equipment histories.
Map Schedule Templates
Define the recurrence rule (e.g. 'Semiannual inspections in April and October'). The system schedules automated job cards in dispatch queues.
Save and Activate
Review terms and click Activate Agreement. The system generates recurring schedules and sets billing triggers.
Validation Rules
To keep operations reliable, Service Opus enforces the following rules for this workflow:
- Active Date Range: Agreement end date must be after the start date.
- Equipment Selection: At least one customer asset must be linked to establish maintenance history.
What's Next?
Once you finish this task, continue with these related workflows:
Ready to try this workflow?
Use the walkthrough to evaluate the workflow, then test it in Service Opus with real scheduling, quoting, invoicing, and customer data.