Run a better service day
Deliver every visit you sold—and earn the renewal.
Recurring service programs, maintenance schedules, renewal visibility, and agreement-linked work.
Useful to the people doing the work
Where service agreements fits
Dispatch
Plan the work with the right customer, crew, and schedule context.
Technician or crew
See what was promised and leave complete proof behind.
Service manager
Catch exceptions before they become callbacks or billing delays.
See service agreements in Service Opus
How the work moves
A practical way to run this workflow
Manage recurring service commitments, renewals, planned visits, and agreement-backed customer value.
Who uses it
- Office teams creating and maintaining maintenance agreements.
- Dispatchers planning recurring service visits.
- Managers tracking renewals, coverage, and agreement profitability.
Set it up right
- Define agreement types, covered services, renewal periods, billing rules, and visit frequencies.
- Confirm customers, locations, assets, and preferred service windows.
- Set ownership for renewal follow-up and missed-visit review.
Run the workflow
- Create the agreement from the customer record or agreement list.
- Add coverage, included visits, billing cadence, renewal dates, and notes.
- Generate or schedule recurring service visits according to the plan.
- Track completed visits, skipped visits, and remaining obligations.
- Review renewal timing before the agreement expires.
Do not let this slip
- Agreement dates, status, and next-service dates are current.
- Coverage language is clear enough for sales, service, and billing.
- Recurring jobs are scheduled before capacity is constrained.
- Renewal opportunities have a named owner.
What it hands off to
- Customers for account-level agreement history.
- Jobs and Scheduling for recurring visits.
- Invoicing and Payments for recurring or agreement-backed billing.
- Marketing for retention and renewal campaigns.
See it with your process
Walk through service agreements using the way your company works today.
No generic slide deck. Bring a real handoff, problem, or operating question and see how the workflow fits.