How do you turn a service agreement template into a live agreement?
Fill the template once per customer: term, price, response and fix targets, visits per site, discount on extra work, payment terms, renewal escalator, scope and covered sites. The software then schedules the visits, bills each period, tracks SLA misses and credits, and shows the contract's margin.
This walkthrough shows a commercial service agreement in Fieldproxy at Summit Home Services, a demo company: the agreement form that acts as the template, then a live agreement with its coverage, scope, SLA policy, planned visits, monthly billing and history.
Chapters
Summit Home Services is a demo company with fictional customers. Every screen is the real Fieldproxy product; some sequences are sped up.
Step by step
Review every agreement
The agreements screen shows active contracts, annual value, SLA attainment, visits due, renewals in 90 days and overall margin.
Fill the template
Customer, agreement name, term, billing frequency and amount, response and resolution targets, planned visits per year, visit job type, discount on extra work, labour rate, payment terms, renewal escalator, auto-renew, what's included and not included, and covered sites.
Check the live agreement
The agreement page shows contract value, billed to date, cost to serve, margin, SLA attainment and visits done.
Confirm coverage and scope
Every covered site lists its units; the scope shows what's included and excluded; the SLA policy tracks misses and credits owed.
Run visits and billing
Planned visits are listed per site with Book visit, and the billing schedule raises an invoice each period with its payment status.
Questions people ask
- What should a service agreement template include?
- The customer and covered sites, term and auto-renew, price per billing period, response and resolution times, planned visits per year, what's included and excluded, discount on extra work, labour rate, payment terms and a renewal escalator.
- How do I know if a service agreement is profitable?
- Compare what the agreement has billed with the cost to serve it (labour and parts). In Fieldproxy each agreement shows contract value, billed to date, cost to serve and margin.
- Can service agreements bill automatically?
- Yes. The billing schedule raises an invoice every period, for example $1,480 a month net 30, and the history logs each one.
- How are SLA misses handled?
- The SLA policy on the agreement tracks met and missed calls over the last 90 days, open calls at risk, and service credits owed for misses.
- How long does it take to set this up?
- Fieldproxy builds your own field service management system around your workflows, agreements included, and it can be live within a day.
- Is Summit Home Services a real company?
- No. Summit is a demo company with fictional customers. The screens are the real Fieldproxy product, recorded live and sped up.
Transcript
Show
- 0:00A service agreement template is only the start. The real work is running it: the visits you owe, the response times you promised, the monthly bill, and whether the contract actually makes money. Here's a template turned into a live agreement, at a demo heating, plumbing and electrical company.
- 0:20Start with the whole book of business: eight active agreements worth ninety-nine thousand dollars a year, visits due, three renewals coming up with fifty-six thousand dollars a year at stake, and an eighty-seven percent margin across all of them.
- 0:35The template is the form you fill in once per customer. The term and the price per period. The response and fix times you promise. Planned visits a year per site.
- 0:45The discount on extra work, payment terms and the renewal escalator.
- 0:50What's included, what isn't, and which sites are covered.
- 0:55Here's one that's live: medical suites, HVAC and electrical, for Forest Hills Medical Arts. Seventeen thousand seven hundred and sixty dollars a year, what's been billed, what it cost to serve, and a ninety-four percent margin.
- 1:10Coverage lists every site and every unit on it. The scope spells out what's included and what's not. And the SLA policy tracks the response promise, the misses, and the credits you owe for them.
- 1:23Planned visits are laid out for the year: four per site, the next two due November thirtieth with a Book visit button, and the finished ones linked to their jobs.
- 1:34The billing schedule runs on its own: fourteen eighty every month, net thirty. Ten invoices since January, nine already paid.
- 1:45And the history shows the whole path: drafted, signed by the customer's office manager, then billed every month since.
- 1:56From a template to a contract that schedules, bills and reports on itself.
- 2:01Get your own custom field service management within a day, tailored to your workflows.
- 2:07Start at fieldproxy dot ai.
