Define the agreement
Keep the customer, covered service, description, price and internal notes in one record.
Do not lose the next recurring visit
A forgotten service date turns predictable revenue into a customer who feels forgotten.
Customer, service, billing cycle, agreement dates, next billing and service dates, status, and internal context stay recorded so recurring commitments do not live in someone’s head. Invoice generation remains manual, while recurring-job automation is separate.
Made for field serviceOffice, crew, and customer stay connected✓
01Customer, service, description and internal notes02Monthly, quarterly and annual cycles03Start, end, next billing and next service dates04Active, paused, cancelled and expired states
What it helps your team do
Less chasing. Fewer missed steps. A clearer day for the office and crew.
Choose the cycle
Record monthly, quarterly or annual agreement timing.
Track the useful dates
Start, end, next billing and next service dates keep future obligations visible to the office.
Reflect the real status
Mark an agreement active, paused, cancelled or expired as the customer relationship changes.
Generate an invoice deliberately
An authorized user can manually create the agreement invoice when the billing date and details have been reviewed.
Keep service recurrence separate
Recurring job creation can be configured independently so agreement records do not imply automatic renewal or billing.
How it fits the work
Set the rules once. Let the routine follow-through happen.
You decide what should start the work, which jobs qualify, what Opti-Terrain can complete, and when it should stop and ask. Your team can see what happened without digging through calls, texts, or somebody's memory.
Trigger
The office creates or updates an agreement for a customer's ongoing service.
Rules
You set the service, price, cycle, dates, status and internal notes.
Opti-Terrain does
Opti-Terrain keeps the agreement and its next billing and service dates visible.
When it asks
It asks an authorized user to generate an invoice or change the agreement status manually.
Where you see it
See the current commitment in the agreement record and any invoice or recurring job created separately.
From office to field
The context travels with the work.
The same request, schedule, customer details, photos, notes, status, and next action stay available as work moves from the office to the site.
Built around the job
The crew gets what it needs. The customer stays informed. The owner sees what needs attention.
This product area stays connected to the rest of the field-service workflow, so the next person does not have to reconstruct what happened from calls, texts, and memory.
Customer, service, description and internal notes
Monthly, quarterly and annual cycles
Start, end, next billing and next service dates
Active, paused, cancelled and expired states
Opti-Terrain
Put this workflow inside the same system as the rest of the operation.
See how Opti-Terrain keeps the relevant records, rules, routine actions, exceptions, and results connected.