Before you start
- The customer or company record exists.
- You know the services, billing terms, and renewal timing.
What you'll do
You will create a service agreement that defines what work is covered, how billing works, and what the customer needs to approve.
Do this
- 1
Open Service Agreements
Go to Service Agreements and start a new agreement.
- 2
Choose the customer or company
Attach the agreement to the account that should receive service and billing.
- 3
Add covered services
List the recurring work, visit frequency, price, and any exclusions your team needs in writing.
- 4
Set billing and renewal details
Confirm start date, renewal date, billing cadence, and payment expectations.
- 5
Send for approval
Review the agreement, then send it to the customer portal for signature or acceptance.
Use clear exclusions
Many service agreement disputes come from assumptions. Add exclusions for emergency work, materials, after-hours service, and weather delays when they matter.
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Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.