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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.
Service Agreements report
Agreement profitability, uninvoiced contract value, and upcoming renewals across all active agreements.
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.
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.
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.
Invoice an approved quote
Create an invoice straight from an approved quote with Create Invoice, resume a draft, or bill it in stages against the quote's payment schedule.
Zentive terms explained
Plain-language definitions of the words you will see on Zentive screens, from Needs Crew to retainage.
Recurring Revenue (MRR) report
Locked-in monthly revenue from active service agreements, with growth over time.
Need a different way to search?
- Try plain language instead of product terms.
- Search by the problem, not just the feature name.
- Use short phrases like "invoice unpaid" or "crew route missing".
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Contact Zentive support
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.