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The table below contains answers to frequently asked questions about Service Agreements.

Service Agreements Frequently Asked Questions

This article contains answers to frequently asked questions about Service Agreements.

Service Agreements FAQ

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Questions	Answers
What are Service Agreements?	Service Agreements expedite the creation of work orders and invoices based on predefined service details, frequency, and date ranges. They’re ideal for recurring services like maintenance, inspections, and scheduled visits.
How do Service Agreements help me solve my business problems?	Service Agreements can help in the following ways: Automate routine service scheduling and billing Ensure consistent, predictable revenue Reduce manual effort and errors Enhance customer satisfaction through proactive service
What can I do with Service Agreements?	With Service Agreements, you can: Create Service Plans (templates) Set up agreements per customer across multiple locations/assets Generate jobs tied to service agreements Define properties like start/end dates, billing frequency, pricing rules, and discounts
Where do I find and manage Service Agreements?	Service Agreements are managed in the Settings area. Service Agreements are visible and editable from the customer record in a new “Service Agreements” drawer. *Note:* Access to this feature may be limited based on your Organization's settings. Please contact your Admin if you require access to this feature.
What does this feature cost?	There’s no additional cost for using Service Agreements.
How do I know this feature is beneficial for my business?	This feature benefits any business performing routine service visits, such as: HVAC companies Pool Maintenance Pest Control & Animal Services Cleaning Services Landscaping
Can I get alerts for Service Agreements? Is this available in the mobile app?	Currently, alerts and mobile setup are not available; however, these items are on the roadmap for improving the feature.