Service Agreements
A Service Agreement is a standing contract with a customer — a warranty, a maintenance plan, a support contract, or a service-level agreement — that covers a set of the customer's equipment for a period of time, usually billed on a recurring schedule rather than per visit.
Where it lives
Field Service → Service Agreement. Each row is one contract with one customer.
Key attributes
- Agreement Number and Name
- Status — Draft, Active, Expired, or Cancelled
- Agreement Type — Warranty, Maintenance, Service Level Agreement, or Support Contract
- Customer — required
- Covered Assets — the specific pieces of the customer's equipment this agreement applies to. The picker only offers assets belonging to the selected customer, so Customer has to be set first.
- Start Date (required) and End Date
- Response Time (hrs) — how quickly you commit to responding once a request comes in
- Coverage Type — Full Coverage, Parts Only, or Labor Only
- Recurring Amount and Billing Frequency — Monthly, Quarterly, Yearly, or One-Time
- Description and Internal Notes
Creating an agreement
Click Add New on the Service Agreement list, fill in the Customer and dates, choose the Agreement Type and Coverage Type, and set the recurring billing amount and frequency if this contract is billed on a schedule. Covered Assets can be added once a customer is selected.
How it relates to Service Requests
When someone creates a Service Request for a customer who has an agreement, they can link the request to that Service Agreement. The agreement itself doesn't automatically create or restrict requests — it's a reference that ties the work back to the contract that's supposed to cover it, useful when reviewing whether a job should be billed at all versus covered under the agreement's terms.
Default settings
The list's settings (gear icon) let you set a user-level default Billing Frequency, Agreement Type, and Coverage Type so new agreements start pre-filled with your company's usual terms instead of the built-in defaults (Maintenance, Full Coverage, Monthly).