JOB SCHEDULING SOFTWARE

Scheduling

Dispatch board Map Projects Jobs Tasks Schedule My timesheet

Customers

Clients Job Costing (Estimating) Messages Service desk Quotes Agreements (SMAs)

Billing

Invoices Price book Payroll

Operations

Inventory Assets Subcontractors Automations Health and Safety

General

Reporting Users / Staff Import & migrate Settings

SKEDS

Agreements (SMAs)

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Ongoing service contracts: what is due, what is overdue, and what is coming up for renewal.

Client

Site

Service / trade

Frequency

Owner

Billing

Visits

Expiring

Agreements

Agreement	Client / site	Service	Frequency	Next visit	Value / mo	Status	Owner	Actions

Contract value is a commitment, not money in the bank. Revenue is recognised when an invoice is issued - see the dashboard.

Upcoming visits

Agreement status

Recurring value

Service tasks

Recent activity

Documents expiring

AG

Agreement

New service agreement

Who and where

Client * Site Contract owner

The service

Agreement title * Trade Frequency What each visit covers

Dates

Start date First visit due Contract ends optional

Billing

Billing model Per-visit value Contract value Billing frequency Next billing date Price review date Included visits

Notes

Generate visits

How far ahead

Visits already generated are skipped. The database also refuses a second visit for the same date, so pressing this twice cannot double-book the crew.

Renew agreement

Import agreements