Service agreements
LiveTiered pricing, escalations, per-equipment coverage, route-based PM and SLA reporting on one agreement that the office and the technician both work from.
An agreement here drives the schedule, the price and the report. Change it once and the work orders follow.
Agreement · Quarterly PM, Gold
Price by tier, by flat rate or per unit, such as inspection only, full coverage or parts and labour.
Set a percentage or flat escalation once. It applies at renewal, and an agreement whose increase never went out is flagged as an exception.
Inclusions, exclusions and labour-rate overrides written against the installed equipment, shown on the work order.
One master agreement over many sites. Each site keeps its own equipment list, visit schedule and branch.
Statuses are current as of October 2026.
Yes. A master agreement holds the commercial terms and covers child agreements at each service site, so a customer with forty locations signs once. Each site keeps its own equipment list, visit schedule and branch, and you can report at either level.
Coverage is written against individual installed equipment, not the customer. Each covered unit carries its inclusions, exclusions and any labour-rate override. The technician sees the coverage status for that unit before the work starts, and the invoice is built from the same rules.
Yes. Set a percentage or flat escalation on the agreement and it applies at renewal. If the renewal passes without the increase going out, the agreement is flagged as an exception instead of quietly carrying last year's price forward.
Yes. Labour, parts and materials booked against work orders that came from an agreement roll back to it, so you see contract revenue against the cost of servicing it. Deeper cost capture is on the job costing page.
Thermal builds the invoice from the completed work order and the agreement's coverage rules. QuickBooks Online syncs both ways: customers, items, invoices and payments. Sage Intacct and Business Central are on the roadmap. See integrations for what moves today.
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