See how a FieldPulse maintenance agreement holds recurring service for one customer, and find every guide for building, automating, and reporting on agreements. Who uses this: Users with Maintenance Agreement access. Availability: All regions.
Overview
A maintenance agreement is the record that holds recurring service for one customer: the routines that define the work, the jobs, the billing, the reminders, and the signed contract. You set the agreement up once, and FieldPulse tracks each occurrence from there. Using Maintenance Agreements before October 17, 2026? See Maintenance Agreement Migration Details.How it works
- Routines: Define the work as Scheduled or On-Demand routines.
- Occurrences: Each routine produces occurrences you can connect to jobs and schedule.
- Billing: Link recurring billing to the agreement.
- Reminders: Send occurrence reminders and renewal reminders.
- Contract: Send the customer a contract to sign.
- Start points: Create an agreement from a job, an asset, an estimate or invoice, or a template.
Related articles
Set up and build- How to Create a Maintenance Agreement
- Setting Up Maintenance Agreement Automation
- Setting Up Recurring Billing