Articles tagged agreements

An agreement's term ends. What happens next determines whether you keep the customer or lose them. Here's the renewal cycle, customer notification, and how to renew with changes.

When a one-off invoice isn't the right answer — service agreements bind a customer to a recurring program. Here's when to use one, the basic flow, and the mistakes that cost the most.

Onboarding a business is fundamentally different from onboarding a household — multiple contacts, Net terms, possibly an agreement, possibly QuickBooks mapping. The full multi-contact intake flow.

Recurring appointments power maintenance routes, weekly cleanings, and quarterly check-ins. Here's how to set up a series, the all-important difference between editing 'this one' vs. 'all', and when a service agreement i...

Recurring invoices generate billing on a schedule — monthly maintenance plans, quarterly retainers, annual licenses. Here's how to set up a schedule, the per-customer vs. per-agreement variants, and the gotchas around pr...

How the schedule on an agreement turns into actual jobs and invoices on a cadence — including how to skip dates, what triggers auto-creation, and how to read the queue.

Three different ways Suprata handles ongoing customer relationships. They look similar on the surface and trip people up constantly. Here's how to pick the right one.