Recurring Contracts

Service agreement software that turns jobs into recurring revenue

Stop re-selling the same customer every season. Put maintenance plans, seasonal contracts, and retainers on paper — with renewal reminders and automatic term extensions built in.

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Included on every Servato plan. Starts at $149/mo. Cancel any time.

What's included in Servato's service agreement software

  • Maintenance plans, seasonal contracts, and retainers as first-class records
  • Auto-renew with an optional price escalator per term
  • Renewal reminders to owners/admins before each term ends
  • Linked to the customer record — history, jobs, and invoices in one view
  • Pairs with recurring invoices for hands-off billing
  • Agreements end cleanly when auto-renew is off — no zombie contracts

Without Servato

Renewals slip away
The mowing contract ended in March. Nobody noticed until the customer called a competitor in May.
Handshake deals don't scale
Recurring work lives in your head or a whiteboard — new office staff have no idea who's on a plan.
Flat pricing forever
Costs went up 8% but the agreement you signed three years ago didn't.

With Servato

Predictable revenue base
See exactly how much contracted recurring revenue you have and when each term renews.
Renewals handle themselves
Auto-renew extends the term automatically; reminders fire before end dates so nothing lapses silently.
Prices keep pace
Set a per-term price escalator once — each renewal applies it automatically.

service agreement software — FAQ

What kinds of agreements can I manage?
Anything recurring: HVAC maintenance plans, lawn-care seasons, janitorial contracts, pool service, pest control retainers. You set the amount, term dates, renewal behavior, and reminder window.
Does it bill the customer automatically?
Pair an agreement with a recurring invoice and Servato generates the invoices on schedule; customers pay through the portal. The agreement tracks the contract itself — term, amount, renewal.
What happens when a term ends?
If auto-renew is on, the term extends by its own length and the optional price escalator applies. If it's off, the agreement is marked ended — and you got a reminder before that happened.
Which plans include service agreements?
Every Servato plan. Agreements live at /agreements next to your jobs, customers, and invoices.

Replace the stack, improve your margin.

One workspace for estimating, scheduling, CRM, invoicing, and AI takeoffs. Plans from $149/mo. Cancel any time.

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