Service Agreements & Recurring Work
Set up recurring visits, agreement pricing and billing, renewals, and customer signatures.
Common tasks in this section
Popular in this section
Set up recurring work
Two ways to repeat visits: a Service Agreement with a price and billing schedule, or a plain Recurring series in the job wizard. Which to pick and how each works.
Create a service agreement
Set up recurring service for a homeowner or commercial account: type and preset, what the price represents, services and visits, billing cadence, renewal, then send for signature.
Agreement pricing and billing explained
The four price meanings (per visit, fixed fee, total split into payments, custom stages), how visit and billing cadence combine, and how agreement invoices and autopay work.
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Recurring Work
1 articleService Agreements
3 articlesBest place to start
Set up recurring work
Two ways to repeat visits: a Service Agreement with a price and billing schedule, or a plain Recurring series in the job wizard. Which to pick and how each works.
Create a service agreement
Set up recurring service for a homeowner or commercial account: type and preset, what the price represents, services and visits, billing cadence, renewal, then send for signature.
How to use this section well
Pick what the price represents first (per visit, fixed fee, total split, or stages); visit frequency and billing frequency are separate choices.
- Use task-based articles first, then reference articles after the workflow is moving.
- Share specific article links with crews or customers instead of sending them to the homepage.
- Contact support if the live UI does not match the documented path.
Contact Zentive support
Tell us what happened and what you have already tried. We will include this article so you do not have to start over.