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.

What happens after a quote is approved walks the automatic path.

After a Quote Is ApprovedFind the service contract a signed quote created, check the billing day, and know when no plan appears on purpose.
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