Set a cadence that fits the work
Choose weekly, every two weeks, monthly, quarterly, every six months, or annual service. Keep the service price and notes on the agreement for reference.
Edit the next run date when the plan changes, or deactivate an agreement to stop generating future visits. Previously created jobs remain separate records.
Generate due visits for office review
Due agreements create jobs with duplicate-generation protection. Scheduled generation requires the hosted scheduler to be configured; your office can also generate due visits from the agreements page.
Generated visits reserve 60 minutes. When the preferred technician is inactive, busy, or unavailable, the visit appears unassigned for office review. Check the duration and customer arrangements before proceeding.
Keep service delivery and billing connected
Generated visits use the ordinary job workflow for assignment, status, photos, and service sign-offs. Create and issue the invoice separately after reviewing the work and price.
A recurring visit is not a signed maintenance contract or permission to charge a customer. Contract terms, renewals, and customer communication remain your office's responsibility.
Frequently asked questions
Are customers charged automatically?
No. Agreements create service jobs, not invoices or payment attempts. Your team reviews and issues an invoice through the normal billing workflow.
Are expiry and renewal reminders included?
No. You can track the next service date and active state. Contract expiry, renewal campaigns, and recurring customer billing are not part of this feature.
What happens when the preferred technician is unavailable?
The generated visit remains unassigned for office review. Generation does not override existing reservations or the technician's working hours and time off.