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Contracts & Recurring Work
Service plans, terms, billing cycles, add-ons, and renewals.
A service contract is the living agreement after a quote is approved — pool companies see Maintenance Plan, aquatic companies see Pond Contract. Find them under Sales and BillingContracts. Status, Term, Season, and Sort on that list follow Filter and Share a List.
What happens after a quote is approved walks the automatic path. Periodic add-on tasks on a plan are Set Up Care Schedule.
- Set Up a Lawn Maintenance AgreementCreate a seasonal mowing or treatment agreement that schedules its own visits and bills monthly or per visit — from a quote or from New Contract.Lawn Care
- After a Quote Is ApprovedFind the service contract a signed quote created, check the billing day, and know when no plan appears on purpose.
- Add or Remove a Site on a ContractPut another site on a running contract, or take one off, without changing what the customer pays.
- Sell a One-Off TreatmentQuote a one-time cattail, lily pad, swimmer itch, or algae treatment so it becomes a job and an invoice — not a second seasonal Pond Contract.Weed Treatment
- Bill the Month Just FinishedSet a monthly contract to invoice on the 1st for last month's service, and pick the first month OpsVara bills when a customer moves over mid-term.
- Bill Per Visit on a Monthly InvoicePrice a plan per stop and send one invoice a month that lists the visits actually completed — per site, for a property manager with several homes.
- Track Season Sign-Ups Across Your CompanySee who has signed for the season, who has a quote out, and when each renewal should go out — with or without saved routes — then resend open quotes or start a renewal campaign.