Agreements
What it's for
Agreements is your recurring revenue in one list — "Maintenance plans and the equipment they cover." Each agreement ties a customer, a plan, a price, a visit cadence, and a set of covered units together, and it is what turns one-off service into a book of business.
Reach it from Service & Assets → Agreements in the sidebar, at
/agreements. Opening one goes to its record at /agreements/<agreement>.
Tabs
The list switches with All agreements, Renewals due, Renewals by account, Renewal risk, Due visits, Visit projection, Billing queue, SLA remedies, and Rate cards.
Visit projection is a 12-month forecast of visits still to come on named visit schedules. It does not book a job. The screen is Visit projection.
Rate cards holds the annual prices and response windows used when equipment is added to an agreement. New rate card opens the form. Name is required. Audience is Retail or Wholesale. A wholesale card can name one Contractor customer, or leave it as All contractor customers. Tick Default for this audience and customer scope when Automatic on a new agreement should pick this card. Pricing mode starts on First matching tier, which uses one fixed annual price. Stacked pricing applies adjustments from lowest to highest priority. Save rate card stores it. Deactivate stops new agreements from selecting that card. Coverage already saved keeps its price and response window. With none yet, the page says No rate cards yet.
Renewal risk is that ranked queue. Due visits lists preventive-maintenance visits that are due. Billing queue lists scheduled agreement charges. New agreement is the create action on the list. The form itself is titled New Agreement.
Panels and controls
- The list shows each agreement with its customer, plan, status, and value, so the book can be read top to bottom without opening anything.
- New opens the creation form.
- Opening a row goes to the agreement record, where visits, covered equipment, invoices, and profitability live.
- Select rows for Renew (extend the term, no invoice; only Due for Renewal or Expired rows renew), Change price (Takes effect starts on At next renewal; Now reprices installments that do not have an invoice yet — see Understand agreement billing and renewal), Send reminder (a renewal reminder for Due for Renewal or Expired rows only; the customer receives it when Agreement renewal reminder is on and that email or text channel is connected — it starts off), Cancel, or Delete. An agreement with an open or scheduled job is skipped on delete.
Agreements are the reason equipment coverage matters elsewhere in the product: a unit under an active agreement scores lower on risk, gets a projected next service date, and shows as covered on its own record and on the customer's.
What it accepts
Creating an agreement is New agreement. Price, renewal, cancel, and delete for the rows you select happen from this list. The rest of the fields are on the agreement record.
How to configure it
- Agreements settings decide the plan templates, the cadences, and whether auto-renew is on by default.
- Invoicing settings decide how an agreement bills and what a renewal invoice looks like.
- Rate cards on this list decide the annual price and response window when equipment is added. A company with no rate card prices from Price per Year.
Who can see it
This screen sits behind the Agreements area.
Owners, office managers and dispatchers can open it. Technicians cannot — coverage shows on the jobs they work, in the field app. The gate is checked on the server, not just hidden in the sidebar, so a direct link does not get around it.
The full role matrix is on Roles & permissions.