SERVICE LEVEL AGREEMENT SOFTWARE
What Is Service Agreement Software?
Optsy’s Service Agreement Software makes it simple for service businesses to create and manage customer contracts. Whether you need maintenance agreements, special pricing plans, or equipment-based contracts, everything stays organized and easy to access. This is perfect for industries like HVAC, refrigeration, plumbing, electrical, water treatment, and other on-site services where reliable maintenance is essential.
Because service agreements are built right into Optsy’s field service management platform, you can handle contracts in the same place you schedule jobs, dispatch technicians, manage work orders, and send invoices. There’s no need to juggle multiple apps or repeat data entry—everything works together from start to finish.
How Optsy Helps You Manage Service Agreements
Creating and managing service agreements with Optsy is simple and precise. You can upload existing contracts or create new ones directly in the platform, tailoring each agreement to fit your exact needs—covering service locations, start and renewal dates, warranties, liability terms, and any other essential details.
Optsy also gives you complete flexibility when it comes to billing. If a contract involves different responsibilities for example, part of the work is covered by a warranty and part is not you can easily split the agreement between two companies or entities. Each party can be charged at a different rate within the same contract, ensuring accurate billing and making complex arrangements effortless.
Presenting agreements to customers is just as smooth. Send them by email for review and digital signature, or present them in person using the Optsy mobile app. Technicians can adjust proposals or offer upgrades on the spot, and every signed document is stored securely in one central place for instant access.
All the while, Optsy keeps an eye on profitability. Built-in reporting shows the financial performance of every agreement, helping you monitor margins and make informed decisions about pricing or service levels. Time tracking integrates directly, so technician hours are accurately recorded and payroll stays streamlined.
Once an agreement is active, Optsy takes over the routine work. The system sends automatic reminders for upcoming maintenance visits, contract renewals, and expiring payment methods. If a customer delays booking, automated follow-ups ensure nothing is missed. Scheduling and dispatching work hand-in-hand with the service agreement, so recurring visits are planned automatically and technicians receive all job details work orders, estimates, invoicing, and payment options right on their mobile devices.
From the first proposal to the final invoice, every part of the job is connected. Optsy makes sure your service agreements drive your entire operation smoothly, profitably, and without extra paperwork.
Grow with Confidence
Optsy’s Service Agreement Software turns contracts into a true growth engine. Agreements renew automatically, visits are scheduled and dispatched without manual effort, and every detail from parts usage to technician time is tracked for profitability. Customers see fast, accurate service; your team enjoys less paperwork; and your business builds steady, recurring revenue.
Request a free demo to see how Optsy can streamline agreements and connect every feature of your operation from inventory to invoicing so your contracts work as hard as you do.
Every Feature Working for Every Agreement
Routine service tied to each Service Level Agreement is automatically scheduled and tracked. Warranty work and ad hoc services are synced to your client’s file and invoiced accurately no manual input required. Advanced billing plans provide greater control over costs by allowing you to split the bill between your company and another entity, thereby simplifying complex billing scenarios.
Inventory Management: Every service agreement is tied directly to your inventory. That means whenever you have an agreement in place, the parts and materials needed for those agreed-upon services are automatically tracked and available. No more manual checks just seamless fulfillment of each contract.
Mobile App: For every service agreement, technicians have instant mobile access to all contract details. That means they can see what’s included in the agreement, what special rates apply, and which services need to be delivered all in real time.
QuickBooks Integration: Each agreement is integrated with QuickBooks for accurate billing. That means every time a service is completed under an agreement, the invoicing is automatically synced, so your accounting stays up to date without any extra effort.
Equipment Tracking: Every piece of equipment covered by a service agreement is tracked within Optsy. That means you always know which equipment is under contract, what maintenance it needs, and when it’s due for service.
Task Management: Each service agreement generates tasks automatically. That means your team knows exactly what needs to be done and when, with no details slipping through the cracks.
Employee and Technician Management: Every service agreement seamlessly ties into how you manage your team. That means each technician’s schedule is aligned with the agreements they’re responsible for, and their tasks and hours are tracked so you know who’s handling what. This keeps every agreement on track and ensures your team is always in the loop.
Reporting and Analytics: Each service agreement feeds directly into Optsy’s reporting engine, tracking revenue, costs, technician time, and billing in real time. Instantly see profitability, compare performance across customers or services, and monitor renewal and revenue trends. Because data flows from scheduling, inventory, and invoicing, reports stay accurate and current, helping you fine-tune pricing and keep every agreement profitable.
How It Works for Your Industry
HVAC: For HVAC businesses, service agreements can cover seasonal maintenance, filter changes, and equipment checks. Each contract automatically schedules recurring visits so customers get timely service, and all parts and labor are tracked to the agreement.
Plumbing: Plumbers can use service contracts for routine inspections, water heater maintenance, or emergency readiness plans. Each agreement ensures that the right plumbing supplies are ready and that visits are billed accurately.
Electrical: For electrical contractors, service agreements might include regular safety inspections or ongoing maintenance for commercial clients. The system ties in special rates for large projects and tracks labor hours automatically.
Refrigeration: For refrigeration businesses, service agreements ensure that all temperature-sensitive equipment is maintained on a regular schedule. These agreements help you schedule routine inspections and emergency maintenance automatically, making sure that all parts and compliance checks are tied to each contract. That means less downtime for your clients and a more reliable service record.
Roofing: For roofing contractors, service agreements can cover regular inspections, gutter cleaning, or seasonal maintenance. Each contract ensures that the right materials and labor rates are applied, and that any warranty work is handled smoothly. This keeps your customers’ roofs in top shape and reduces unexpected repair costs.
Alarm Services: For alarm companies, service agreements might include regular system checks, battery replacements, or software updates. Each contract makes sure that customers’ security systems are always up to date, and that any service calls are billed according to the agreement.