Contracts & Recurring Work

Service plans, terms, billing cycles, add-ons, and renewals.

A service contract is the living agreement after a quote is approved — pool companies see Maintenance Plan, aquatic companies see Pond Contract. Find them under Sales and BillingContracts. Status, Term, Season, and Sort on that list follow Filter and Share a List.

What happens after a quote is approved walks the automatic path. Periodic add-on tasks on a plan are Set Up Care Schedule.

After a Quote Is ApprovedFind the service contract a signed quote created, check the billing day, and know when no plan appears on purpose.
Sell a One-Off TreatmentQuote a one-time cattail, lily pad, swimmer itch, or algae treatment so it becomes a job and an invoice — not a second seasonal Pond Contract.Weed Treatment
Bill the Month Just FinishedSet a monthly contract to invoice on the 1st for last month's service, and pick the first month OpsVara bills when a customer moves over mid-term.
Bill Per Visit on a Monthly InvoicePrice a plan per stop and send one invoice a month that lists the visits actually completed — per site, for a property manager with several homes.