Keep track of your promises.
Keep signed agreements, property details, and renewal dates together. Find what you promised without searching through files.
Out of the filing cabinet
Every agreement has a status you can see.
Start and end dates, contract value and billing details sit with each one.
- Draft
- Sent
- Signed
- Active
- Renewed
- Expired or cancelled
Signed, not chased
From template to signature in three steps.
- 1
Start from your wording
Reusable service agreement templates keep your terms the same every time.
- 2
Send it
The customer reviews and signs electronically.
- 3
Keep it on the account
The signed agreement stays with the customer’s service, not in someone’s inbox.
No printing, scanning or mailing.
No quiet lapses
Renewals you see coming.
Active and signed contracts nearing their end date show up for review, so the renewal is a conversation with the apartment complex, not a surprise when the payments stop.
Property managers and tenants
One account for the building, its units and the people in them.
Buildings and units
Manage every building and unit under one property account.
Tenants with their own sign-in
You choose who pays, what needs the manager’s approval and what the manager can see.
Book the whole building
Set contract prices by unit type, then book one visit or start a plan for every unit at once.
One bill
Account-paid work goes to one billing contact, who can pay every open invoice together from the portal.
Real screens
Look through an agreement.
Tap the highlighted spot, or use Next.Step 1 of 3
Restaurants, schools, property groups
Made for accounts with many locations.
- Keep contract records with the customer rather than in a separate folder.
- Use the connected multi-unit property tools for accounts with several service locations.
- Review the agreement alongside the job history when planning the next visit.
Part of Sales & Quotes
The agreement sits next to the work it covers.
Contracts connect to the customer, the repeat visits and the billing that follow.
Comes in from
Website & calls
Leads arrive from forms, bookings, calls, and texts.
Comes in from
Property details
Property information helps you quote the right job.
What happens here
Contracts & Agreements
- 1Agreements & signatures
- 2Contract dates & status
- 3Commercial account context
Same customer, same job, same record.