Selling and Managing Agreements

A service agreement enrolls one customer in one of your service plans. Once active, WorkSnap creates the membership invoices on schedule, counts the visits in each term, and applies member pricing to that customer's other work.

Selling an Agreement

From the customer: open the customer, find the Service Agreements card, and tap Sell.

From the list: go to Service Agreements and tap Sell Agreement.

Either way, you land on Sell a Service Agreement:

1. Under Customer, confirm or choose the customer
2. Under Plan, choose the Service plan. Its price, visits, discount, and benefits appear so you can double-check
3. Under Term, set the Start date. WorkSnap shows when the first term runs, for example "First term runs Sep 5, 2026 to Sep 5, 2027"
4. Leave Auto-renew on so the agreement rolls into a new term automatically when this one ends. Turning it off does not end the agreement by itself today; see One-term agreements below
5. Add Notes specific to this customer if you like
6. Tap Create agreement

The agreement is created as a Draft. Nothing bills and no visits are counted until you activate it.

Activating

Open the agreement and tap Activate. From that moment:

• The current term begins and included visits are counted
• Billing is set up at the plan's price and frequency
• The customer's new estimates and invoices get the member discount

Agreement Statuses

Status	Meaning
Draft	Created but not sold yet. No billing, no visits
Active	Billing and visits are running
Paused	Billing suspended, agreement kept
Expired	Term ended without renewal
Cancelled	Ended early. This is final

Filter the agreements list by status with the pills at the top: All, Draft, Active, Paused, Expired, Cancelled.

The Agreement Page

Card	What it shows
Terms	Price and frequency, term length, start date, end date if set, auto-renew, member discount
Visits this term	How many included visits remain, and when the term runs
Benefits	The perks copied from the plan
Scheduled visits	The current term's visits, with Generate visits and Skip
Billing	How often the plan bills and at what price
Notes	Anything you wrote when selling it

How Billing Works

Activating an agreement sets up recurring billing at the plan's price. Each membership invoice is created as a draft, so you can look it over before it goes out. Find it in your Invoices list with the agreement's name as the line item, then send it by email or text like any other invoice.

Membership invoices are due 30 days after they are created. The first one is created at the next billing date after activation, not on the day you activate. After that, the schedule repeats on the same weekday (weekly and bi-weekly plans) or the same day of the month (monthly, quarterly, and yearly plans) as the agreement's start date.

Billing pauses while an agreement is Paused and stops when it is Cancelled or Expired.

Visits

Each term includes the number of visits set on the plan. WorkSnap creates the term's visits automatically each night once the agreement is active, or tap Generate visits to create them now. Tap Skip on a visit the customer did not need; skipped visits give the allowance back.

The Visits this term card and the Customer Portal both show how many visits remain. Unused visits expire at the end of the term.

To do the work, create a job for the customer as usual. Visits are a count of what the plan includes; they do not appear on your schedule by themselves.

One-Term Agreements

The Auto-renew switch records whether you intend to renew, but an agreement created with it off still rolls into the next term until you act. To sell a plan for one term only, note the term end date shown when you sell it, then tap Cancel on the agreement when that date arrives. Cancelling stops billing and member pricing the same day.

Pausing, Resuming, and Cancelling

Action	When available	Effect
Pause	Active	Billing stops, member pricing stops, agreement is kept
Resume	Paused	Billing and member pricing start again
Cancel	Draft, Active, or Paused	Ends the agreement today. Cannot be undone
Activate	Expired	Starts a new term on the same plan terms

Cancel takes effect immediately without a confirmation step, so open the right agreement first.

What the Customer Sees

In the Customer Portal, the customer sees each active, paused, or expired agreement with the plan name, the price and frequency, how many visits are left, the benefits, and when the current period ends. Draft and cancelled agreements are not shown. The customer cannot change the agreement from the portal.

Member Pricing on Other Work

While an agreement is Active, every new estimate and invoice you create for that customer gets the plan's discount automatically, labeled with the plan name, for example "HVAC Tune-Up Plan - 10%". See Discounts and Member Pricing.

If a customer has more than one active agreement, the most recently created one supplies the discount.

Read-Only on the Free Plan

On the Free plan you can view agreements but not sell, activate, pause, or cancel them. Each page shows a notice naming the plan to upgrade to. Compare plans on the pricing page.

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