How to manage Maintenance Agreements

The Maintenance Agreements page is your hub for tracking all ongoing service contracts. It gives you a clear view of upcoming visits, contract status, and profitability. You can use this page to answer questions like:

• “What agreements need service next?”

• “Which contracts are coming up for renewal?”

• “How are my agreements performing financially?”

Most teams use this view daily or weekly to:

• Plan scheduled maintenance

• Check upcoming commitments

• Prepare renewal outreach

• Review financial performance

• Quickly jump into an agreement to schedule or invoice work

The Maintenance Agreements page is the fastest way to keep all ongoing maintenance work organized in one place. Here’s how to get the most out of it:

See what’s coming up next

The table highlights the next service visit for each agreement so you always know which customers are due for maintenance. This makes it easy to:

• Plan your crews’ schedules

• Prioritize recurring visits

• Avoid missed appointments or overdue work

If you manage a high volume of agreements, sorting by the next visit date is the fastest way to build your weekly or monthly service plan.

Keep track of contract expirations

Every agreement includes an expiration date, giving you a clear view into which contracts are ending soon. Use this column to:

• Stay on top of renewals

• Reach out to customers before agreements lapse

• Plan ahead for seasonal or high-volume renewal periods

Sorting or filtering by expiration date is especially helpful for teams with long-term or multi-year contracts.

Monitor agreement profitability

Each agreement shows its profit and margin, based on all revenue and job costs tied to the recurring service. This snapshot helps you:

• Spot agreements that may be underperforming

• Understand how recurring work contributes to overall profitability

• Make informed decisions about pricing, renewal terms, or scope

For contractors who rely on recurring service, this is one of the quickest ways to measure how maintenance work impacts the bottom line.

Find agreements faster with sorting and filters

You can sort by any major field (agreement name, client, next service date, expiration) depending on what you’re trying to manage that day. Combine sorting with filters to quickly narrow the list to what you need, such as:

• Agreements for a specific client

• Active vs. inactive contracts

• Agreements coming up in a particular month

• Contracts that may need review based on financial performance

Sorting and filters work together so you can adapt the table to your workflow instead of digging through individual jobs.