> ## Documentation Index > Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt > Use this file to discover all available pages before exploring further. # How to Create a Maintenance Agreement > Set a service frequency in FieldPulse, auto-create the jobs, add recurring billing and email reminders, link assets, and send a contract for signature. > **Who uses this:** Admins have full account access. Team Managers can create, edit, and view maintenance agreements, and Service Agents can create and view them. **Availability:** All regions · included in the FieldPulse subscription; Maintenance Agreements must be enabled in **Company Settings > Features & Plugins**. A [maintenance agreement](https://www.fieldpulse.com/features/maintenance-agreements) is the record that holds recurring service for one customer — the frequency, the jobs, the billing, the reminders, and the signed contract. You set the schedule once, and a twice-a-year tune-up no longer depends on someone remembering to put it on the calendar. ## Overview A maintenance agreement ties recurring service to a customer and, when you want, to a specific asset. On the agreement you set the service frequency, associate a job template and choose whether occurrences are created manually or automatically, attach recurring billing, turn on automatic email service reminders, and add internal and customer-facing notes. You can build agreements from the web app or the mobile app, and save the ones you sell often as templates. ## Before you begin * Enable Maintenance Agreements on your account. Go to **Company Settings**, select **Features & Plugins** from the top menu, find **Maintenance Agreements**, and select **Enable**. See [Features & Plugins Overview](/getting-started/next-steps/features-plugins-overview) for more on the Features & Plugins page. ## On web ### Create the agreement 1. Select **Agreements** in the left-side menu. The Work group expanded in the left-side menu with Agreements selected 2. Select **Create Agreement**. The tabs across the top of the Maintenance Agreements page — **This Month**, **Next Month**, **Custom**, **All**, **Canceled**, and **Templates** — sort the agreements you already have. The Maintenance Agreements page with the This Month, Next Month, Custom, All, Canceled, and Templates tabs and the Create Agreement button highlighted You can also create a maintenance agreement directly from the Parent Job. That link lets you quickly identify the job where the agreement was originally sold or installed. ### General information Add a **Title**, set the **Status**, and link a **Customer Name**. If you expect to build similar agreements many times, turn on **Save As Agreement Template** so you can reuse this one later with **Import Template**. The General section of the Create Maintenance Agreement form with the Title, Status, Save As Agreement Template, and Customer Name fields ### Service frequency Select the **Job Frequency**, then the **Starting Month** and **Starting Year** for the service. If the agreement has an end date, turn on **End Date?** and identify the ending month and year. The calendar at the bottom of the section highlights the months that will have service. The Service Frequency section with Job Frequency set to Semi-Annual, a starting month and year, the End Date toggle, and a month strip with April and October highlighted ### Occurrence creation Associate a job template with each maintenance agreement occurrence. Turn on **Set Maintenance Agreement Job Template**, then search for an existing template under **Search Job Templates** or select **Create Template** to build one from this screen. For how templates are built, see [Setting Up Job Templates](/jobs/jobs-tasks/creating-job-templates). After you select a template, the **Job Creation Method** dropdown appears with two options: * **Manual** — every job associated with this maintenance agreement is created by hand from the maintenance agreement's **Jobs** tab. * **Automatic** — jobs are auto-created from the selected template, maintaining a rolling basis of 12 months of future occurrences. These jobs are left unscheduled by default. You can schedule them from: * The maintenance agreement's **Jobs** tab. * The Job List (filter for unscheduled). * The hourglass scheduling tool on the **Schedule** tab. The Set Maintenance Agreement Job Template toggle turned on with a job template selected and the Job Creation Method dropdown set to Manual ### Recurring billing To bill this agreement on a recurring basis, turn on **Attach or Create Recurring Billing?** The Recurring Billing section with the Attach or Create Recurring Billing toggle Then set the **Billing Frequency** and enter the **Price Per Bill**. The **Total Annual Price** calculates automatically. For everything recurring billing can do, see [Setting Up Recurring Billing](/estimates-invoices/recurring/recurring-billing). The Billing Frequency section with the Billing Frequency dropdown, Price Per Bill, and Total Annual Price fields ### Automatic reminders FieldPulse can send automatic email service reminders to customers and team members. Choose your preference from the **Automatically Send Email Service Reminder** dropdown. The Automatic Reminder section with the Automatically Send Email Service Reminder dropdown set to No You can customize the reminder email message and select which internal team members receive it. An example message may look like this: Example service reminder email with the FieldPulse 360 logo, a greeting to the customer, and a message about their upcoming maintenance agreement occurrence For what the reminder looks like from the customer's side and which parts of it you control, see [Maintenance Agreement Reminders Overview](/jobs/assets/maintenance-customer-view). ### Notes **Agreement Notes (Internal Only)** are internal records — your customers **will not** see them. **Job Notes (Automatically Inserts Into New Jobs)** are inserted into new job records — your customers **will** see them. The Notes section with the Agreement Notes (Internal Only) and Job Notes (Automatically Inserts Into New Jobs) fields ### Link assets to the agreement The **Assets** section appears only after a customer has been linked to the agreement. The Assets section of the maintenance agreement form with the Assets Assigned to Job field and the Select Asset and Add Asset buttons * To link an existing asset, select **Select Asset**. A panel opens on the right side of the screen with all assets belonging to the linked customer, where you can filter by location or view all of that customer's assets. Select the asset or assets you want to link. * To create and link a new asset, select **Add Asset**. Selected assets display as a comma-separated list in the field, and you can link multiple assets to a single maintenance agreement. When you save the maintenance agreement, all linked assets are automatically applied to every job occurrence generated at that time. Select **Save Maintenance Agreement** once the agreement is complete. ### Save and reuse agreement templates A saved template acts as a foundation for a new agreement — you insert it, then modify the details for the customer in front of you. To create an agreement template: 1. Select **Agreements** in the left-side menu, then **Create Agreement**. The Maintenance Agreements page with Agreements selected in the left-side menu and the Create Agreement button highlighted 2. Before adding any information, turn on **Save As Agreement Template**. The Save As Agreement Template toggle highlighted on the Create Maintenance Agreement form before any details are entered 3. Title the template, then enter all pertinent details — scheduling, billing, automatic reminders, and notes. 4. Select **Save Maintenance Agreement**. The General section with a title field and the Save As Agreement Template toggle turned on, above the Service Frequency section To insert an agreement template, select **Agreements** in the left-side menu, then **Create Agreement**. Before entering any details, select **Import Template** and choose the template you want. The Import Template menu open on the Create Maintenance Agreement form with a saved agreement template listed Every detail you entered in the template auto-populates and can be modified as needed. Select **Save Maintenance Agreement** after fine-tuning the agreement. ### Attach an agreement to an asset Select **Assets** from the left-side menu, then select **Create Asset**. Assets under the Management group in the left-side menu The Assets page with the All, Installed, Uninstalled, Retired, and Templates tabs and the Create Asset button highlighted After entering an **Asset Title** and linking a customer, you can attach an existing maintenance agreement. Search for it under **Maintenance Agreement**. The General section of the asset form with the Maintenance Agreement search field highlighted below the Customer Name field To attach a new maintenance agreement instead, complete and save the asset without one, then select **Create Maintenance Agreement** on the asset record. The Create Maintenance Agreement button on an asset record, next to Add Update, Actions, and Edit ### Unlink an asset from an agreement Open the maintenance agreement record and select the **Assets** tab. On the far right of the linked asset, select the **unlink** option. A pop-up asks whether you want to unlink the asset from all existing and future maintenance agreement occurrences, or only from future occurrences. The Assets tab on a maintenance agreement record showing a linked asset row with the unlink icon on the far right ### Send a contract for signature 1. Create the maintenance agreement. 2. Select **Contracts** in the top menu of the agreement record. From here you can create a contract, send a contract already attached to the maintenance agreement, and view the status of attached contracts. The Contracts tab on a maintenance agreement record with the Create Contracts button and a contract row showing its name, status, and created date 3. After creating a contract, select **Send** to email it to the customer for acceptance. The Send button highlighted on a contract row in the Contracts tab 4. Your customer receives an email with your customized message, logo, and name. The email the customer receives, asking them to sign to confirm their maintenance agreement, with a View button 5. The customer views the contract and accepts it by providing an e-signature. The Sign Now window with Draw Signature and Type Signature tabs, a signature area, and the Add Signature button 6. Once the customer accepts the contract, you receive an email and can view the attached contract. The status of the contract is also updated on the maintenance agreement's **Contract** page. The notification email confirming the customer accepted the contract, with the signed contract as an attachment ### Schedule visits manually 1. Use the tabs at the top of the Maintenance Agreements page — **This Month**, **Next Month**, **Custom**, **All**, **Canceled**, and **Templates** — to sort your agreements and find the one you want to schedule a visit for. 2. Hover over the agreement and select the plus icon. A maintenance agreement row in the list with the plus icon highlighted on the right 3. Select the upcoming occurrence you want to schedule a job for. The occurrence menu open on an agreement row, listing the upcoming occurrences by month and year 4. A job record is auto-populated with your customer's name and details. Fill in any additional information, including date, time, and notes, then select **Save Job**. The Create Job screen with the customer, location, contact, and job title fields already filled in and the Save Job button ### Schedule automatically created jobs If you selected **Automatic** in the **Job Creation Method** dropdown, FieldPulse creates every job record associated with the maintenance agreement and leaves those jobs unscheduled, so you decide when they fit best into your schedule. On the **Schedule** tab, select the hourglass icon. A window appears toward the left side of your screen. Select the filter icon, then filter for jobs associated with your maintenance agreements. The Schedule tab with the hourglass icon selected and the Jobs filter panel set to Is a Maintenance Agreement Job — Yes Each auto-created job includes a link to the related maintenance agreement. A job record with a link to its related maintenance agreement below the customer name, and a Scheduled Date/Time of Unscheduled ### Filter active and archived agreements The **Active/Archived** filter toggles between active and archived agreements. You can view archived agreements and restore them whenever you need them. Cancelled agreements remain visible in both views, so you never lose track of a maintenance agreement after it has been cancelled, and the **Status** column distinguishes active from cancelled agreements at a glance. The Maintenance Agreements list with the Show Filters button highlighted above the Month, Status, Last Job, Title, Frequency, Customer, and Address columns The filter options showing Scheduled and Unscheduled status checkboxes alongside Active and Archived checkboxes