Create and Manage Service Agreements

Set up recurring maintenance plans, generate future visits, and manage agreement status from the service agreements workspace.

Written by Liam ChenUpdated 6 days ago5 min readIntermediate

What this guide covers

Service agreements let you define recurring maintenance work for a property and contact. JobsiteOn stores the agreement terms, generates a rolling set of future visits, and links each generated visit to the operational job and schedule event used by your team.

Use service agreements for planned maintenance such as quarterly inspections, monthly cleaning, recurring safety checks, and other repeat service commitments.

Before you begin

Create or confirm the property where the recurring work will happen.
Link the right customer contact to that property.
Confirm the service scope, visit value, expected duration, and recurrence schedule.
If you are replacing manually duplicated jobs, keep the existing jobs for history and start the agreement from the next planned service date.

Open service agreements

In the sidebar, select Service Agreements.
Use the list to search by agreement number, title, or service scope.
Filter by status when you need to review only active, paused, draft, completed, or cancelled agreements.
Open any row to view the agreement details and generated visits.

The KPI cards show total agreements, active agreements, paused agreements, and active agreement value.

Create an agreement

Select New Agreement from the Service Agreements page or the Create menu.
Confirm the next agreement number. JobsiteOn assigns the final agreement number on save.
Choose Draft if the agreement still needs review, or Active if it should start generating visits.
Enter a title that your office and field team can recognize.
Select the property. The linked contact is saved with the agreement when available.
Enter the service scope, visit value, and expected visit duration.
Choose the start date, start time, frequency, and recurrence details.
Choose the end rule: never, on a specific date, or after a number of visits.
Save the agreement.

If the agreement is active, JobsiteOn begins maintaining the rolling future-visit schedule for that agreement.

Configure recurrence

Service agreements support weekly, biweekly, monthly, quarterly, and annual schedules.

Use weekdays for weekly-style schedules. For monthly-style schedules, choose either a day of the month or an nth weekday pattern.

Examples:

Weekly on Monday and Thursday.
Monthly on day 15.
Quarterly on the second Tuesday.
Annual on the selected start-date pattern.

Review generated visits

Open an agreement detail page to see generated visits. Each visit shows the occurrence date, status, linked job, linked schedule event, and linked invoice when one exists.

Generated visit statuses include:

Status	Meaning
Scheduled	The visit is planned and still active
Skipped	The visit was intentionally skipped
Completed	The work was completed
Withdrawn	The future visit was removed by a series-level change

Use Reschedule on a scheduled visit to move one occurrence to a different date and time while keeping the rest of the agreement unchanged. Use Skip when one planned visit should not happen. Skipping a visit cancels the linked scheduled job and event when they are still pending or scheduled.

Edit an agreement

Open the agreement detail page.
Select Edit.
Update the service scope, recurrence, value, duration, invoice policy note, or reminder-day note.
Select Save.

Changes affect future planning. Existing job, schedule, and completed-visit history remains available for review.

Pause, resume, or cancel an agreement

Use lifecycle controls from the agreement detail page:

Action	What happens
Pause	Future scheduled visits are withdrawn while the agreement is paused
Resume	The agreement becomes active again and future visits are generated from the recurrence
Cancel	Future scheduled visits are withdrawn and the agreement stops generating work
Renew	A finite agreement is cloned into a new active term with the same service settings

Paused and cancelled changes do not delete historical jobs or completed visits.

Billing notes

The agreement stores visit value, invoice policy, and renewal reminder-day settings so your team can plan billing and renewals consistently. When a generated visit is linked to a completed job, JobsiteOn marks the visit completed and prepares a draft invoice for review.

Invoice policies work this way:

Per visit creates a draft invoice for each completed generated visit.
Per period groups completed generated visits from a closed monthly period into one draft invoice.

Draft invoices stay in draft status until your team reviews and sends them. Renewal reminders appear for owner and admin users before finite agreements end, based on the reminder-day settings saved on the agreement.

Troubleshooting

I cannot create the agreement

Confirm that the property is selected, the title is filled in, and the start date/time and recurrence fields are valid.

The wrong property or contact is attached

Open the agreement, select Edit, and choose the correct property. If the customer contact on the property is wrong, update the property/contact relationship first.

A future visit should not happen

For a series-level stop, pause or cancel the agreement. For one specific visit, use Skip on the generated visit row.

An agreement is active but I do not see future visits

Check the recurrence start date, end rule, and status. Draft, paused, completed, and cancelled agreements do not generate new active visits.

I need to extend an agreement that is ending

Open the finite agreement and select Renew. JobsiteOn creates a new active agreement using the same property, contact, recurrence, billing policy, and service settings, starting after the prior term.

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