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Describe the service — equipment, visit frequency, what's included — and get a professional maintenance agreement with tiered plans, plus the renewal letter with your annual price increase built in.
Describe the arrangement: equipment, visits per year, what's included, price.
The AI structures it into a real agreement with coverage tables and terms.
Get the renewal letter too — annual increase applied, math shown. Download the PDF.
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Here, you got a document. Inside Fieldproxy, the agreement RUNS: visits schedule themselves and renewals never slip.
The agreement attaches to the customer record — coverage terms live where dispatch can see them.
Contract visits auto-schedule on the cadence (May & November PMs appear on the board by themselves).
Emergency calls from contract customers auto-flag for priority and contract rates.
60 days before expiry, the renewal letter generates with your price increase and goes out — automatically.
No more contracts renewing silently at 2019 prices — the margin bleed stops.
It's a professional working draft that covers the terms that matter operationally. The output says it plainly: have your attorney review before using it as a binding contract.
Yes — mention tiers (or just that you want options) and it structures Standard/Premium with honest differences: visit counts, response times, overtime treatment, parts discounts.
Because agreements that renew silently at the same price bleed margin. The letter applies your stated annual increase, shows the math, and frames it around the value delivered.
Same capability. Inside Fieldproxy, agreements attach to the customer, visits schedule themselves on the cadence, and renewal letters generate and send automatically as end dates approach.