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Simplify Service Contracts with Recurring Jobs & Invoices

Learn how to set up recurring inspections, manage service contracts, and track profitability within the FieldMagic system.

🔑 How-To Steps

Step 1: Understand Contract Structure

• Create contracts at the customer level, which can include multiple sites.
• Always assign the contract to the entity paying the bills (e.g., a strata company).
• Group services by the site being serviced to keep everything organized.

Step 2: Define Contract Pricing

• Add specific pricing for labor rates or products directly within the contract.
• Remember: Contract pricing overrides price books and standard pricing.
• Use this for negotiated rates or special agreements with customers.

Step 3: Create Recurring Jobs

• Use the Contracts Module to generate inspections quickly.
• Create dozens of jobs in seconds (e.g., 25 jobs in about 30 seconds).
• Ensure each job links correctly to the relevant site and asset type.

Step 4: Generate Recurring Invoices

• Set up invoices to automatically align with the recurring jobs you’ve created.
• Define the invoice frequency (e.g., monthly, quarterly) to match contract terms.
• This ensures billing stays accurate and consistent without extra admin.

Step 5: Analyze Profitability

• Track actual costs vs. revenue for each contract, site, and customer.
• Use profitability insights before renewals to confirm if contracts remain viable.
• Identify unprofitable agreements early and adjust pricing or scope as needed.