Service agreements

Recurring / maintenance contract

A service agreement auto-schedules visits on its recurrence, each visit runs like a job, and billing follows the agreement's mode (per visit, per period, or a pre-paid block).

Stage Decision Office ↔ field hand-off Optional / branch Finished

Office Set up agreement scope, rate, recurrence

Office Active

Office Visit auto-scheduled

Hand-off Hand off to crew

Field Visit completed

Office Bill per mode visit / period / block

Office Ended

Any time

Office Paused no new visits

Office Resumed

Pausing stops new visits without ending the agreement; ending removes upcoming visits and (for a block pack) credits any unused visits pro-rata.

Other workflows

Quote to paid job The canonical path a job travels: quote the work, win it, take the deposit, do the job, invoice, and get paid — where complete means paid in full. Variations: fold vs linked Extra or changed work is handled one of two ways, decided by whether the original quote/invoice is still open. Timesheet week to pay run How a week of field time becomes a synced pay run: clock time, geofence suggestions, gap-fill, submit, approve, lock and export. Emergency dispatch First-to-accept dispatch for urgent call-outs: broadcast to nearby available crew, the first to accept takes it, then it runs pay-as-you-go with no quote up front.