🚀 What’s Launching
We’re thrilled to introduce Service Agreements, a powerful new enhancement to the ServiceBridge platform. This feature is designed to help your team automate recurring service operations by generating jobs and invoices based on predefined schedules, locations, and asset groupings.
Whether you're managing HVAC systems, performing regular pool maintenance, or conducting scheduled inspections, Service Agreements bring automation, consistency, and revenue predictability—so you can deliver services more efficiently and scale with confidence.
🔧 What You Can Do
With Service Agreements, you can now:
Create Service Plans as reusable templates for recurring contracts.
Set up agreements for individual customers, supporting multiple service locations and assets.
Automatically generate jobs tied to active agreements, reducing manual work.
Configure key properties, including:
Start and end dates
Billing frequency
Optional work schedules
Pricing rules and discounts
These tools give you greater control and flexibility in managing ongoing services while minimizing administrative overhead.
🎉 Key Benefits
Save time with automated job scheduling and billing.
Customize service delivery to fit each customer’s unique needs.
Gain clarity with centralized tracking and reporting of all recurring services.
🏠 Want to Learn More?
Explore the full potential of Service Agreements using the resources below: