Service Agreements

#1 Maintenance Agreement Software for Managing Recurring Jobs

Sell more service agreements, schedule jobs in advance, track contract status, and renew agreements with ease through SmartServ maintenance agreement software.

service agreement

See how Controlled Hydronics, Colorado increased their revenue by 200%

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Sell more service agreements with ease.

Cover equipment sold into an agreement right from the field. Easily manage maintenance agreements and gain lifetime customers with a click.

Make way for loyal customers.

Know which customer needs maintenance at a glance. Timely follow-up, perform the best service, enhance customer experience, and turn your regular customers to loyal customers.

Always have money in the bank.

Don’t worry about the slow days at work and low financial stability. Create monthly or yearly recurring service agreements that never expire and earn income even during the off-season.

Back-Office Features

  • Easily create estimates and invoices and add a maintenance agreement from SmartServ mobile app.
  • Choose service agreement tier, start and end date, and more, where most details get auto-filled.
  • Add more line items and edit existing maintenance agreements easily.

On the field Features

  • Create an invoice for a customer and add a service agreement. Include details like start date, end date, equipment, type of maintenance agreement, payment mode, fee, and more with a note.
  • Manage service agreements easily under one module that covers individual detailed tabs for expiring service agreements, monthly visits due, and upcoming visits for convenience.
  • Add more line items, edit service agreements, and more without any hassle.

Key Elements of this Feature

Smart Scheduling

Advance Scheduling

Advance scheduling helps to manage recurring jobs easily. It enables the users to prioritize the tasks without last-minute hurdles. Get all details on one screen and know with certainty which customers require a service beforehand.

Expiring Maintenance Agreement

Get automated reminders on what’s coming next and know when any service agreement is close to its expiry on a single screen. It helps field service companies to plan accordingly and sustain more customers with advance renewal pitches.

expiring service agreements
Due visits management

Stay informed regarding remaining visits and renewals. Have all the customer details and service agreement history in one place to plan renewals constructively.

Get accurate details on the performance of your service agreement program with up-to-the-minute reports. From active contracts to expiring agreements, leave it to SmartServ service agreement software.

service agreement reports

Cover the sale of your equipment into a maintenance agreement from the field and offer warranties to increase customer satisfaction.

Industries we serve

Companies need the right tools in the office. Give your CSRs and office managers the tool to quickly pull up service history when customers call.Easily identify which customers are up to date with their balances and who needs a reminder.

A maintenance agreement is a contract between the field service contractors and their customers for repetitive inspection or maintenance service. The timeline for the service could vary from weekly, biweekly, monthly, or annually.

Manage service agreements or maintenance contracts easily with SmartServ. Users can add or create custom service agreements, get automated reminders for service, automatic scheduling, and more. It enables field service contractors to save time, communicate with customers on time, and multiply revenue. As most revenue opportunities come from service agreements, SmartServ streamlines the process and ensures you never miss any service.

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You will receive an excel list of all features for both the web and the mobile application. If you require a free consultation or demo, please schedule from the ‘Schedule a Free Demo’ button.

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