Before you start
- The customer (or company) exists.
- Services are in Settings → Products & Services.
What you'll do
Open Service Agreements → Agreements → Create Service Agreement (or Schedule → New work → Recurring service). The form has four parts: Customer and term, Properties, services and visit schedule, Billing, and Review. The readiness card at the top lists what is still missing before you can send it.
1 · Customer and agreement term
- 1
Agreement type
Commercial for companies, facilities, property managers, and multi-site accounts (pick a company, add several properties and contacts). Residential for homeowners; the customer becomes the account automatically.
- 2
Preset
Recurring maintenance plan (flat fee monthly, runs until canceled, visits auto-scheduled on signing), Seasonal contract (fixed fee per period during the season), Membership / service plan (included visits and overage terms; no automatic invoices), Project / job contract (billed by milestones, manual renewal), or Custom. A preset pre-fills billing, renewal, and scheduling; everything stays editable.
- 3
Name, manager, dates
Agreement Name, Account Manager (who owns follow-up in the workspace), Start Date, Initial Term End Date. Leave the end date blank for Evergreen / until canceled.
- 4
Automatic Renewal and price increase
Evergreen / until canceled, Auto-renew for another term, or Manual renewal. Renewal price increase (%) raises line prices each time the agreement renews.
- 5
Residential season shortcuts
Spring, Summer, Fall, Growing Season, Year-Round set the dates, term, and service windows on the lines below in one click.
- 6
What does the price represent?
Per service visit, Fixed fee per billing period, Total contract split into payments, or Custom payment stages. This is the most important choice on the form; see the pricing article for examples.
2 · Properties, services, and visit schedule
- 1
Add Line
One line per service per property: the service, the property, the price, and the visit frequency (weekly, bi-weekly, monthly, seasonal). Commercial agreements can cover several properties.
- 2
Scheduling preferences
Auto-schedule after signing creates every visit the moment the customer signs. Route Zone and Route Notes help the dispatcher; Blackout Dates skip holidays or shutdowns.
3 · Billing
- 1
How often do we invoice?
Weekly, monthly, quarterly, and so on. Visit frequency and billing frequency are independent.
- 2
Billing model
Per completed visit or the other models chosen above. Member discount (%) turns the agreement into a membership: the customer gets that percent off new quotes and invoices and their jobs show a MEMBER badge.
- 3
Auto-create draft invoices / Fully automatic billing
Drafts wait for your approval. Fully automatic approves and sends them, and charges saved cards for customers who enabled autopay.
- 4
Monthly bill day and payment terms
Bill day applies to monthly cadence. Customer-Facing Payment Terms / Notes print on the agreement.
4 · Review, save, send
- 1
Review
The Visit schedule and Billing and review panels restate what will happen after signing so you can catch a wrong cadence.
- 2
Save Draft
Saving does not send or collect anything. The agreement opens on its detail page.
- 3
Send for signature
From the agreement page, Next Step: Send for Signature emails the customer a link to review and sign. When they sign, a versioned PDF snapshot is stored, visits are created if auto-schedule is on, and billing starts on the cadence you chose.
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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.