Service Contracts & Multi-Site Agreements
Set up recurring service contracts and group multi-site customers into agreements. Learn the three ways to create a contract, how fixed-anchor scheduling works, and how to bulk-create across sites.
Last updated: 19 June 2026
Availability
Roles: Admin, Contract Manager, Site Manager (per your permission setup). Service contracts are an admin-side feature — field engineers do not see these screens.
30-Second Version
A service contract turns a one-off job into recurring service on a fixed cadence. You define a service, how often it repeats, and a per-visit price; Opscel automatically creates the next draft job ahead of each due date so a planned visit never slips. For customers with many sites, a multi-site agreement groups all those contracts under one envelope so you can roll a template across every site and see the whole portfolio's annual value at a glance.
What This Guide Covers
- •The three ways to create a recurring contract
- •How automatic job generation and fixed-anchor scheduling work
- •Editing the schedule safely, and the full contract lifecycle
- •Grouping a customer's sites into a multi-site agreement
- •How per-visit pricing and annual value work
- •The site access notes and site log that reach engineers in the field
Contracts vs. Agreements
Important distinction: A service contract is one recurring service for a customer, usually at one site, for one service type. An agreement is a grouping envelope over several contracts for the same customer — it holds the relationship (renewal date, billing contact, terms) but never the cadence or price, which always live on each individual contract.
One Site Needing Two Services
A site that needs two disciplines — say quarterly fire alarm servicing and annual emergency lighting — is two contracts, not one contract with two schedules. Both can sit under the same agreement. This keeps each compliance interval, certificate, and price independent and correct.
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