Plans you define
Service plans are Brand-defined, with their own benefits and cadence, so a maintenance offering matches how you actually sell it.
Service agreements
Recurring work that does not depend on remembering.
A service agreement defines a plan a customer holds: what it covers, what it includes, and the visits it owes. Those visits are generated rather than left to a note in a calendar.
Covered equipment
An agreement can name the specific units it covers, which is what makes a plan meaningful for a customer with several systems.
Visits the plan owes
Agreement visits are tracked, so the work a plan promised is visible and schedulable rather than implied.
Visible to the customer
Customers see the agreements they hold in the portal on your domain.
Recurring billing for agreements
Provider integration required. Agreement records and their visits exist; charging a card on a recurring schedule for a service plan needs a payment provider connected and approved.
See Field Service & CRM against your own workflow.
Tell us how your business runs today and we will walk through what is available now, what is still being built, and what would need to be connected for you.