Maintenance Agreements

Learn how to setup and use FieldPulse's Maintenance Agreements

Lauren Martin avatar
Written by Lauren Martin
Updated over a week ago

FieldPulse Maintenance Agreements allow you to attach maintenance packages to individual customer profiles, as well as create/schedule reminders for when the next service is needed. You can also quickly convert these agreements to work orders, and even create custom tiered maintenance plans on a silver, gold, and platinum price scale.

  • Especially helpful for our friends in HVAC

  • Custom tier priced packages for silver, gold, platinum packages

  • Keeps maintenance packages associated with each customer and helps schedule/remind you when the next service is needed

  • Create work orders directly from a maintenance agreement

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