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Service Agreements

Review and sign a service agreement

Open the agreement from the email, read the services, visit schedule, price, and billing terms, then sign online. Manage it later from the portal's Agreements page.

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CustomerCustomer Portal3 minutesUpdated Sep 23, 2026Current instructions
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  1. 1

    Open the link

    Your provider emails an agreement link (app.zentive.io/portal/service-agreement). Read the services and how often visits happen, what the price represents (per visit, per month, or a total split into payments), how often you are invoiced, and the renewal terms.

  2. 2

    Sign

    Type your legal name or draw a signature, then confirm. You receive a signed PDF; a copy stays under Agreements in your portal.

  3. 3

    After signing

    Visits appear on your portal home; invoices arrive on the billing schedule. If autopay is on, they are charged to your saved card automatically.

  4. 4

    Changes

    Portal → Agreements → the agreement → request a schedule change, pause, cancellation, or ask a question; your provider responds and updates the agreement.

Agreements in the portal

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Customer Portal

Sign in to the customer portal

Three ways in: the invite from your provider, the access link, or email or phone plus password at app.zentive.io/customer-portal/sign-in. What the portal shows once you are in.

Open articleCustomer Portal

Save a card, change it, or turn autopay on or off

Manage saved cards, your billing address, and the autopay switch from Portal → Payments, or save a card while paying an invoice.

Open articleCustomer Portal

Request service

Ask your provider for a new visit or a change from the portal’s Request Service page, or from their public request form (link, website, or QR code) if you have no account.

Open articleCustomer Portal

See your visits, invoices, agreements, and messages

Where past visits, photos, notes, invoices, receipts, refunds, agreements, locations, and chat with your provider live in the customer portal.

Open articleService Agreements & Recurring Work

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.

Open articleService Agreements & Recurring Work

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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