Create my accountMaintenance contract
A maintenance contract is revenue that comes back on its own.As long as you hold the contract, not just the rounds.
Boiler, ventilation, air conditioning, grounds, pool: the moment upkeep repeats, each contract runs over the life of an asset, visit after visit. That's steady revenue and a professional image, on one condition, that the contract is held. Every visit documented, the renewal date flagged, the history kept on the asset.
What you're going through
The rounds run. The contract, though, lives in scattered pieces.
You know how to run a book: who has a contract, on which asset, when you last came and when to go back. A round-planning tool even helps you schedule and send reminders. But the contract itself stays scattered: the signed quote somewhere, the visits on a notebook or in texts, the renewal date in your head.
While the book is small, it holds. Then a client disputes a visit, "you never came this winter," or asks you to prove the maintenance was actually done. You go digging. The work, you did it, but the contract that proves it is written down nowhere. Added up, it's revenue leaking out and one word against another.
A maintenance contract isn't decided at signing. It's decided at every visit.
Every visit is an act of the contract. The dated service report you leave at each visit is the contract being performed: it says what you checked, when, on which asset. It's what puts the work done on the record and what triggers the next renewal date. The contract isn't the paper signed at the start: it's this run of visits held in order.
A round-planning tool schedules and reminds: that's a back office, and it's useful. But planning isn't administering. It tells you when to go, not what was done or what the contract is worth today. Once the visit is over, the proof falls back onto the notebook, the text, the invoice. The contract, no one holds it end to end.
This isn't one more back office. It's the contract, held.
Every contract lives on its asset: the scope, the frequency, the price, the renewal date. At each visit, the dated service report is generated in one move from your phone, what you checked, the condition you found, and it's filed to the contract. The asset's history builds itself, in order, with nothing to re-enter.
The service report becomes an invoice in one move, and the same visit serves you twice, as a record of the work done and as a step toward the next renewal date, flagged to you before the term. The day a visit is disputed or a record is demanded, you don't go digging: the contract is held, dated, end to end.
What people ask us
Maintenance contracts, in plain terms.
Is a maintenance contract mandatory?
Servicing some assets is: a boiler, for instance, must be serviced every year. Taking out a maintenance contract, on the other hand, stays a choice. Its value lies elsewhere: it sets a regular appointment, frames what you do at each visit, and brings the client back without you having to chase them every time.
What should a maintenance contract contain?
The parties, the asset covered, the exact scope of the work, the frequency of visits, the price and its terms, the duration and the conditions for renewal and termination. The more precise these points are, the less room there is for misunderstanding the day you show up, or the day the client disputes what was agreed.
What is automatic renewal, and what am I required to do?
Automatic renewal means the contract renews at its term without the client having to ask again. When you sell to a consumer, the law requires you to inform them in writing that they may choose not to renew, at the earliest three months and at the latest one month before the deadline. In practice, it all comes down to being warned in time that the renewal date is approaching, so you can get back in touch within the window.
What is a maintenance service report for?
It's the record of each visit: a dated document, generated in one move, stating what you checked and did, on which asset. The day a client claims you never came, you pull up the visit, dated and detailed, in black and white. Kept across the visits, it builds the asset's history, which carries far more weight than a memory.
How often should a maintenance contract schedule visits?
It depends on the asset and the use: an annual visit for a boiler, more frequent for grounds or air conditioning in peak season. The contract sets that frequency, and it's what paces your visits and reminders throughout the year.
Manage your contracts like a business. Because you are the business.
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