US Service-Contract +
Sell service agreements, auto-generate recurring PM visits, renewal billing & SLA timers for US field service (HVAC)
Sell service agreements, auto-generate recurring PM visits, renewal billing & SLA timers for US field service (HVAC)
Key Features
Sellable service plans
Sellable service plans — package your Silver / Gold / Platinum agreements as reusable plan templates with a visit frequency, SLA targets, a checklist of required tasks and an annual price, then spin up a customer contract in one click.
Recurring visit generation
Recurring visit generation — from the contract term and frequency (weekly, bi-weekly, monthly, quarterly, semi-annual or annual) the app auto-creates every preventive-maintenance work order for the whole agreement, numbered and dated, with
Never-miss scheduling cron
Never-miss scheduling cron — a rolling nightly job keeps a forward window of upcoming visits generated and automatically flags past-due visits as Missed so nothing silently falls through the cracks.
SLA response & resolution timers
SLA response & resolution timers — each visit tracks a response deadline and a resolution deadline derived from the contract's SLA hours, measures the actual response and resolution time, and shows a live On-Track / At-Risk / Breached statu
Renewal management
Renewal management — see days-to-expiry and expiring-soon flags, auto-renew eligible contracts, or use the renewal wizard to extend the term with an optional price escalation and regenerate the visit schedule.
Renewal billing
Renewal billing — generate a customer invoice for any billing period (monthly, quarterly, semi-annual or annual) straight from the contract, with the per-period amount derived from the annual contract value.
Technician assignment & checklists
Technician assignment & checklists — assign a technician to each visit and drive completion through a per-visit task checklist copied from the plan, with live task-completion progress.
Full visit lifecycle
Full visit lifecycle — start, complete, reschedule, mark missed or cancel visits with actual start/end capture and duration tracking.
Contract dashboards
Contract dashboards — every agreement shows visit counts, completed and missed totals, next renewal date and lifetime value at a glance.
Role-based security
Role-based security — Service Contract User and Manager groups control who can activate, renew, cancel and bill agreements.
Screenshots
Why Choose This Module
Stop losing money on forgotten preventive-maintenance visits and untracked service agreements. This app turns a signed service contract into a living schedule: it auto-generates every recurring work order for the whole term, watches renewal dates, bills each period, and runs SLA response / resolution timers on every visit — purpose-built for US HVAC and field-maintenance plans.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: account
- Support: support@pokutsoft.com
Update date: 2026-07-05