Recurring revenue that runs itself
Quote it once, get it signed once, and let the contract handle the rest — scheduled visits, technician assignment, and billing on whatever cadence you set.
How recurring service contracts teams run on Opserly
A typical flow from morning dispatch to close-of-business — mapped to the modules you'll actually use.
- 1
Day 1
Quote the recurring service
Build the quote like any other — line items, pricing, and customer sign-off via DocuSign, Adobe Sign, or a secure approval link.
- 2
Day 1
Convert to a Service Contract
From the approved quote, choose "Create Service Contract" instead of a one-off job — set service cadence, billing cadence, term, auto-renew, and a preferred technician.
- 3
Day 2
Internal approval, if configured
If a workflow is set up for service contracts, it routes for internal sign-off before the customer ever sees it — the same approval engine already used for quotes and purchase orders.
- 4
Day 3
Customer signs, contract goes active
Send for DocuSign, Adobe Sign, or a secure email link. The moment it's signed, the contract activates and the recurring engine takes over.
- 5
Every cycle
Visits generate themselves
When a visit is due, a job is created automatically and assigned to the preferred technician — or, if they're on PTO or already booked, the next best available technician based on skills, availability, and existing schedule.
- 6
Every cycle
Reminders happen automatically
Customers and technicians get the same reminder emails and texts as any scheduled job — nothing extra to configure per visit.
- 7
On its billing cadence
Billing runs on its own schedule
Automatic invoicing bills on the contract's billing cadence — independent of how often service happens. Prefer manual? Generate the invoice by hand from the completed visit whenever you're ready. Either way, recording payment stays a manual AR step.
Why Recurring Service Contracts runs on Field Services
Quote-to-contract conversion
Approved quotes convert directly into service contracts — line items carry over, nothing gets re-entered.
Workflow + signature gating
Internal approval (if configured) and customer signature both gate activation — no path to "active" skips either check.
Automatic visit generation
Jobs are created on the contract's service cadence with no manual re-booking, technician assigned automatically.
Technician fallback via Live Dispatch
If the preferred technician is unavailable, the same recommendation engine behind Live Dispatch picks the best available match by skill and schedule.
Automatic or manual invoicing
Choose per contract — invoices generate on the billing cadence automatically, or you trigger them manually after each visit. Payment recording is always manual.
Ready to run recurring service contracts on Opserly?
Start on the Field Services edition — same platform, configured for field dispatch and jobs.