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Service agreements

Recurring jobs under an agreement — e.g. a commercial site cleaned 3× a week. Each agreement auto-schedules its visits as jobs your crew tracks, and bills per visit or on a fixed cycle. Looking for repeating bills (retainers, service plans)? That's Recurring invoices.

No service agreements yet

Set up a recurring service agreement below.

New service agreement

Agreement name

Client name

Client email

Client phone

Site address

Scope / checklist (carried onto every visit)

Billing Per visit

$ per visit

Fixed period fee Pre-paid pack (block)

Frequency Weekly pattern — regular work (cleaning, lawns, pool) Periodic servicing — every few months (HVAC, fire, test & tag)

Start date

End date (optional)

Assign crew (Ctrl/Cmd-click for several)

The first 4 weeks of visits are scheduled straight away; generate more anytime from the agreement.