Summary

  • 2 minutes

Turn a recurring service commitment into work your team can prepare for and billing that reflects the contract. A well-configured agreement gives dispatchers time to arrange visits, technicians equipment-specific work details, and billing teams a separate schedule for recurring fees.

In the air-conditioning service example, annual inspections and quarterly maintenance follow their own service patterns while the monthly fee follows an independent billing pattern. Separating these decisions helps you avoid confusing a generated work order with a confirmed appointment, or a completed visit with a recurring invoice.

Apply these practices to keep the service commitment and generated records aligned:

  • Establish the right agreement details: Confirm who receives service, who pays, what pricing applies, and when coverage begins and ends. Keep ownership and generation permissions valid as staff responsibilities change.
  • Prepare work before it is due: Match booking recurrences and generation lead times to the service commitment. Choose direct bookings deliberately or hand the work to dispatcher-managed or configured automated scheduling.
  • Connect the work to the equipment: Use agreement incidents to bring the intended tasks, customer assets, and functional locations into each recurring work order. Group incidents or separate setups according to the required visit structure.
  • Keep billing intentional: Configure the recurring invoice independently of service dates, and define how covered work order charges are handled to avoid billing twice for the same commitment.
  • Verify outcomes after activation: Review booking and invoice dates, inspect generated records, and investigate overdue generation. A processed booking date confirms a work order exists, not that a technician is booked.

The result is more than an Active agreement. Your team has a repeatable way to prepare the right work, arrange the visit, and check that billing matches what the customer agreed to.

For more information, see Customer agreements overview and Agreement settings.