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.
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