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Managing Service Agreements on the Mobile App

This article provides instructions on using Service Agreements from the SB Mobile app.

Updated over a month ago

This guide explains how to view, create, and manage service agreements using the mobile app. Service agreements allow you to organize locations, assets, pricing, and billing, and link them to work orders. By following the steps below, you’ll be able to access agreements, keep them up to date, and apply them directly to jobs and invoices.

Important Notes:

  • Assets and locations need to be set up in your account before they can be assigned.

  • Service plan templates must be created ahead of time in the web portal.

  • Mobile app access is required to use this feature.

  • Your user role must include the proper permissions.

  • The Service Agreement module must be active in your account.

Viewing Service Agreements

Active Agreements

  1. Open the mobile app and tap Service Agreements on the dashboard.
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  2. Tap the Active (Draft, Active, Renewed, and Past Due) tab.

  3. Search agreements by customer, agreement number, asset, or address.

  4. Tap a service agreement card to view details or expand it for more information.
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  5. To delete an agreement, tap Delete, then confirm.

Tip: Use filters to quickly narrow results by status or date.

Inactive Agreements

  1. From the Service Agreements list, tap the Inactive (Expired, Closed, and Cancelled) tab.
    ​
    ​Note: If you have no inactive agreements, you will see the message below.
    ​


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  2. Search agreements by customer, agreement number, asset, or address.

  3. Tap a service agreement card to view details or expand it for more information.
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  4. Delete agreements if needed by tapping Delete.

Creating a Service Agreement

  1. Tap Add Service Agreement from the Service Agreement list.
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  2. Complete the step-by-step form using the tabs provided:

    1. Details:

      1. Tap to select the customer using the drop-down.

      2. Service Agreement Name - Name the agreement.

      3. Service Plan - Select a service plan.
        ​Note: This will determine and auto-populate the Agreement Length field.

      4. Agreement Number - Enter an agreement number (optional).

      5. Sales Representative - Use the drop-down to select a sales representative (optional).

      6. Description - Enter a description (optional, max. 255 characters).

      7. Tap Save & Next.

    2. Location & Assets:

      1. Location Name - Use the drop-down to select a location (linked to the selected customer).
        ​Note: Once a location is selected, the remaining fields should auto-populate.

      2. Street Address 1 - Enter address if not auto-populated.

      3. Street Address 2 - Enter address, if applicable and/or not auto-populated.

      4. City - Enter city if not auto-populated.

      5. State - Enter state if not auto-populated.

      6. Zip Code - Enter zip if not auto-populated.
        ​

      7. If applicable, tap + Add Asset to access a list and select applicable active asset(s) by tapping the checkbox, then tap Add Selected.

      8. Tap Save & Next.
        ​

    3. Billing:

      1. Payment Type - Use the drop-down to select the payment type (Recurring or One-Time).
        ​

        1. Recurring Payments
          ​Note: A message displays explaining the payment schedule in terms of the installation amounts, how often, for how long, and that taxes will be added on top of the base charge.
          ​

          1. Billing Frequency - Auto-populated from selected Service Plan.

          2. Start Date - Tap the calendar icon and select the date on which the service agreement becomes active.

          3. End Date - Auto-populated from the selected Service Plan.

          4. Payment Method - Select the method of payment (bank account, check, cash, or credit card).
            ​Note: If Credit Card or Bank Account is selected, enter the applicable information as prompted.
            ​

          5. Total Price - Auto-populated from the selected Service Plan.

          6. Invoice Amount - Auto-populated from the selected Payment Type.

        2. One-Time Payment
          ​Note: A message displays stating "Applicable taxes will be calculated and added at the time of payment.
          ​

          1. Invoice Amount - Auto-populated from the selected Service Plan.

    4. Invoices: This tab becomes available once the agreement is saved.
      ​Note: For Service Agreements for which billing has not started, a message displays stating "Invoices will be generated once billing starts. If Auto-Charge is enabled, invoices will appear here on the scheduled billing date. If Auto-Charge is disabled, invoices must be manually added.
      ​

      1. Invoices are listed as cards in a table. Tap an invoice card to view details or expand it for more information.
        ​

    5. Jobs: This tab becomes available once the agreement is saved.

      1. Tap + Add Job.
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        The New Work Order screen appears.
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      2. Complete the following fields:

        1. Address - Auto-populated; however, you can tap and hold to edit.

        2. Contact - Auto-populated; however, you can tap and hold to edit.

        3. Customer Custom Fields/Notes - Tap to select/enter.

        4. Location Custom Fields/Notes - Tap to select/enter.

        5. Start Date - Use the drop-down to select a date.

        6. Start Time - Use the drop-down to select a time.

        7. Estimated Duration - Use the drop-down to select a duration for the job.

        8. Sales Representative - Auto-populated from the selected Service Plan.

        9. Summary - Enter a summary of the job.

        10. Category - Auto-populated from the selected Service Plan.

        11. Campaign - Auto-populated from the selected Service Plan.

        12. Default Asset - Auto-populated from the selected Service Plan.

        13. Service Agreement - Auto-populated from the currently selected agreement.

      3. Tap Save.

      4. Tap Submit.

Note: Draft agreements are saved automatically and appear at the top of the Active list.

Editing a Service Agreement

You can edit active and draft service agreements.

Note:

Active service agreements can only be partially edited; core information is locked.

Inactive service agreements cannot be edited.

  1. Open a service agreement card and tap Edit for the section you would like to update.
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  2. Update applicable editable fields (locked fields will appear greyed out).
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  3. Tap Save to save changes.

Using Service Agreements in Work Orders

When creating or editing a Work Order, the system automatically checks for service agreements linked to the selected Customer, Location, or Asset.

Linked Service Agreement

After selecting a Customer and Location, the app will display a Service Agreement dropdown under the Default Asset field (optional by default).


The drop-down lists only Active Service Agreements tied to the selected Customer, Location, or Asset.
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Service Agreements are shown alphabetically and include key details:

  • Plan Name

  • Start & End Dates

  • Agreement Name

  • Linked Assets

Dynamic Refresh Behavior

The Service Agreement dropdown updates automatically if the following selections change:

  • Change Location (same agreement still applies): Drop-down refreshes to display linked agreements.

  • Change Location (different agreements apply): Drop-down repopulates with agreements for the new location.

  • Change Location (no agreements apply): Drop-down shows: “No Service Agreements Found.”

  • Change Customer: Service Agreement field clears and hides until a new location is selected.

Applying Discounts

Once a Service Agreement is selected:

  • The Products and Services section automatically applies agreement-specific discounts.

  • Discounts may apply to:

    • Products only

    • Services only

    • Both products and services

  • Line items clearly display:

    • Discounted Price

    • Discount Applied

    • Original Price

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