Service agreements

Maintenance plans are steady work. Keep every plan, visit and unit in one place.

Every plan in one list

See which customers have a plan and what it covers.

Visits on time

Plan visits show up so the office can book them.

Tied to the equipment

Each visit adds to the unit's history at that site.

Service agreements list with plans, covered units and next visits
Preview, in development
Close-up of a technician testing an air conditioner coil with a meter.

Spring and fall, on the calendar

Tune-ups from each plan show up as visits for the office to book.

Equipment record for a furnace with service history
Preview, in development

Tied to the equipment

Every visit adds to the unit's history at that site.

Details such as renewals, billing and visit reminders depend on the final feature scope.

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