What good looks like
An active agreement tied to the correct customer, site, equipment, visit schedule, price, and renewal process.
Have these details ready
- Agreed coverage and exclusions
- Customer sites and covered equipment
- Visit frequency, price, billing cadence, and dates
Run the workflow
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Choose coverage
Select customer, site, and equipment. Describe maintenance, response benefits, discounts, consumables, and exclusions.
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Set term and status
Enter start, term, end or renewal date, and initial status to match the signed terms.
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Configure visits
Define visit type, cadence, season or window, duration, checklist, skills, and equipment.
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Configure billing
Set charge, frequency, tax, terms, and fees. Confirm whether billing is independent of visits.
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Review workload
Check upcoming obligations against capacity. Assign scheduling exceptions and renewal follow-up.
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Activate and communicate
Verify status and next dates, attach signed terms, and confirm the customer understands coverage.
Check your work
Do not call the workflow complete until these statements are true.
- Sites and equipment are correct
- Service and billing dates match
- Renewal ownership and signed evidence are present
If something does not look right
A visit is seasonal
Use the supported window and scheduling owner rather than a generic monthly recurrence.
Billing and visits differ
Verify each schedule separately and review the first generated invoice and visit.