Recurring service agreements

A continuing customer.
A defined commitment.

Build an ongoing offer around the services you owe, the terms the customer accepts and the billing arrangement you operate. OrdexisOne connects that agreement to recurring work and a useful customer account.

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An ongoing agreement defines the floor scope, visit frequency and billing cadenceIllustrative three-month commercial floor care at 9 Brook Street for Nina includes a fifty by forty foot, 2000 square foot floor. The configured offer is 175 dollars per weekly visit with monthly billing. This defines the work and commercial cadence, not a repeating payment without a service commitment. The customer, property and offer are fictional examples.9 BROOK STREET / COMMERCIAL FLOOR CAREA service commitment with a scope.50 ft2,000sq ft included40 ftDURATION3 monthsSERVICE FREQUENCYWeekly visitsBILLING CADENCEMonthlyNina · floor care plan$175 / visitIllustrative CAD agreement · service frequency and billing are separate

Define the work behind the recurring relationship.

A contract product can describe more than a repeating payment. Connect the included services to duration, price and billing cadence, with the applicable timing and commercial terms maintained as part of the offer.

Included services and their behavior
Connect the services that belong in the plan. Service-level contract definitions retain applicable frequency, timing, inclusion and pricing relationships.
Duration and commercial price
Configure the contract duration, customer-facing price and billing cadence. The customer sees the ongoing commitment rather than an unexplained recurring total.
Availability and renewal
Control whether the offer is available and the renewal behavior associated with it. Current catalog and renewal rules govern eligible return purchases.
Cancellation and early termination
Define the relevant cancellation and early-termination behavior, connecting the consequence to the configured contract terms.
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Sell the agreement in your brand

Give the customer the services, terms and price together.

The location-aware storefront can present eligible ongoing plans alongside individual services and packages. Address qualification, service details and the configured pricing path keep the contract offer relevant to the property.

Checkout brings account details and business terms into the transaction. The supported single-contract signing path presents the required agreement, review and declaration steps with the configured typed or drawn signature method.

Configured Stripe payment completes the supported checkout and creates the order. The agreement and customer context stay connected to the purchase.

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Operate the commitment after purchase

Keep the service schedule and billing policy connected.

The customer's ongoing relationship produces work to arrange and invoices to manage. Retain the agreement context while the office plans delivery and configures the billing rules that apply.

Arrange recurring service.

Eligible orders can create recurring work and appointments with the customer, property and service context attached. Use recurring patterns, staff assignments and dedicated calendars to plan and manage the visits.

Generated service occurrences provide an operational record of the scheduled work. Teams retain the applicable service instructions as the relationship continues.

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Four weekly service records are billed under a monthly invoice policyFictional A921 at 9 Brook Street records completed 2000 square foot floor visits on September 8, 15, 22 and 29 at 175 dollars each. Monthly invoice I921 generated September 30 totals 700 dollars. No payment is recorded. Service dates, completion and invoice generation are separate records.A921 / 9 BROOK STREETWeekly floor careSeptember service records8 Sep$17515 Sep$17522 Sep$17529 Sep$175MONTHLY INVOICE / I921$700Generated 30 September4 completed visits · payment not recordedA921 / 9 BROOK STREET / SEPTEMBERWeekly visits become one monthly invoice.SEPTEMBER8Completed · $175SEPTEMBER15Completed · $175SEPTEMBER22Completed · $175SEPTEMBER29Completed · $175I921 / 30 SEP$700Monthly invoiceFour recorded floor visits × $175 = $700 billedIllustrative CAD agreement · invoice generated; payment has not been recordedA921 / 9 BROOK STREETWeekly visits. Monthly billing.8 September · completed$17515 September · completed$17522 September · completed$17529 September · completed$175I921 · generated 30 September$7004 visits billed · payment not recordedIllustrative CAD service and invoice history

Apply the invoice policy.

Define invoice timing, lifecycle and recurring billing behavior. Configured grace, suspension and related operating rules give the office a controlled billing process.

Simulate policy outcomes, set the engine's operating schedule and review generated results, warnings and failures in the logs.

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Build repeat service around a defined offer.

Cleaning schedules, maintenance programs and other recurring service operations can use the same agreement capabilities with their own inclusions, timing and terms. Your configuration defines the offer rather than an industry-specific template.

Contract products and advanced agreement features vary by plan. Catalog availability, recurrence, terms, invoice policy and connected payment providers follow your business setup.

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