Service Agreements report

What it answers

Agreement profitability, uninvoiced contract value, and upcoming renewals across all active agreements.

What's on the page

Tiles: active agreements, contract value, invoiced, remaining, renewals due.
Table per agreement with invoiced versus contract, margin, and term end.
Open an agreement from the row to act on it.

Service Agreements report with agreement totals, uninvoiced work, and renewals. — Service Agreements report

Every report works the same way

Date presets (This month, Last 30 days, This year) or a custom Start and End date; Month / Quarter / Year grouping where it applies; stat tiles with a comparison to the prior period; charts; a table; and CSV and PDF buttons at the top right (the PDF includes the charts).

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Service Agreements & Recurring Work

Manage agreements: tabs, holds, renewals, companies, templates, workspace

What each agreement tab does, how to place an agreement on hold or cancel it, how renewals run, and how Companies, Templates, and My Workspace help you run many agreements.

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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 Revenue (MRR) report

Locked-in monthly revenue from active service agreements, with growth over time.

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Reports: what each one answers

The Reports hub groups 21 reports into Money, Sales, Jobs & Crews, and Customers. This page says what question each answers and links to its article.

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How Zentive defines revenue in reports

Every money report uses one definition: payments received minus refunds, excluding sales tax and tips, dated by the recorded payment. What that includes and excludes.

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Aging Receivables report

Outstanding invoice balances by days overdue (Current, 1–30, 31–60, 61–90, 90+) and by customer, so you know who to follow up with first.

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