All Features
Opscel Service Contracts
Recurring Service That Schedules Itself
Turn one-off jobs into recurring contracts that generate their own work. Set the service, the cadence, and the price once — Opscel creates the next draft job before every due date. No missed PPM, no diary reminders, no "did we ever book the annual?"
3 ways
Start a recurring contract: from scratch, a job, or an accepted quote
7 cadences
Quarterly to 5-yearly (3, 6, 12, 24, 36, 48, 60 months)
1 view
Whole multi-site portfolio and its total annual value
Capabilities
What it does
Three Ways to Start
Create from scratch, convert an existing job, or upgrade an accepted quote. The quote path confirms the true recurring price with you — it never blindly reuses a quote total that includes one-off install work.
Automatic Job Generation
A draft job is created a set number of days before each due date — the "lead time", default 14. The planned visit is on the board before anyone has to remember it.
Fixed-Anchor Scheduling
Customer running late? Pull the September visit forward today and the December visit stays on the 16th. Generating early never shifts the rest of the schedule — and the screen tells you so before you act.
Generate Now
Bring the next visit forward on demand for the "they're ready early" case. One click, with a plain-English confirmation of exactly what will and won't move.
Upcoming-Visits Timeline
See the next visits at a glance, clearly marked Generated vs Projected. A projection is an estimate from the cadence, never shown as a confirmed booking.
Safe Start-Date Editing
Nudge the cadence anchor and get a live preview of how future dates move before you commit. Already-generated visits are locked. Statutory intervals (e.g. BS 5839 6/12-monthly) trigger an extra compliance warning.
Full Lifecycle Control
Replace the service type, pause and resume, end and reopen, or cancel — from the list row or the contract page. A per-contract activity log records every change, and you can export the contract list to CSV.
Multi-Site Agreements
Group all of a customer's recurring contracts under one agreement that holds the relationship: title, renewal date, billing contact, terms, and notes. The portfolio in one place.
Bulk-Create From a Template
Set cadence, service type, and per-visit price once, then roll it across every site in one screen — with per-site overrides so a bigger site can get a higher price or a tighter cadence.
Add New Sites Inline
Onboarding a customer with sites you haven't entered yet? Add brand-new addresses right inside the bulk-create flow. No need to pre-build the address book first.
Portfolio Rollup
Every site's cadence, next due date, per-visit price, annual value, and status in one table — plus the agreement's total annual value. The whole account, at a glance.
Engineers Arrive Ready
Site access notes you set on the address — parking, key-safe codes, access hours — flow straight to the engineer's job in the field app, even offline. Plus a per-site running log engineers leave for whoever attends next.
Process
How it works
1
Define the Contract
Pick the customer, the site, the service type, the cadence, the lead time, and the per-visit price. Or convert a job, or upgrade an accepted quote — the customer and site carry over.
2
Visits Generate Automatically
Opscel creates the next draft job ahead of every due date. Fixed-anchor scheduling keeps statutory intervals on track, visit after visit, with no manual re-booking.
3
Run the Schedule
Watch the upcoming-visits timeline, pull a visit forward with Generate Now, edit a start date with a safe preview, or pause and resume as the account changes.
4
Scale to Multi-Site
Group a customer's sites into one agreement, roll a service template across all of them with per-site tweaks, and track the whole portfolio's annual value in a single view.
Benefits
Who it's for
Office Managers
- Stand up a recurring contract in under a minute — from scratch, a job, or a quote
- Draft jobs appear before every due date, so nothing slips the diary
- Generate Now spells out what moves and what doesn't — no second-guessing
- Edit a start date with a live preview and a confirm step — no accidental schedule shifts
- Site access notes flow straight to the engineer's app, even offline
Contract Managers
- Group a customer's many sites into one agreement with renewal date and billing contact
- Bulk-create across every site from a single template, with per-site overrides
- Add brand-new sites inline during onboarding — no pre-built address book required
- Portfolio rollup shows every site's cadence, next due date, and annual value in one table
Business Owners
- Turn jobs and accepted quotes into recurring revenue in seconds
- Fixed-anchor scheduling keeps compliance intervals (e.g. BS 5839) defensible
- Annual book value rolls up per contract and per agreement for clear forecasting
- Progressive disclosure keeps things simple — agreements only appear for customers that need them
Comparison
Opscel vs. the rest
| Feature | Opscel | Others |
|---|---|---|
| Start a contract from a job or an accepted quote | ✓ | Some |
| Fixed-anchor scheduling (generate early without shifting) | ✓ | No |
| Statutory-cadence (BS 5839) editing warnings | ✓ | No |
| Upcoming-visits timeline (generated vs projected) | ✓ | No |
| Multi-site agreements with bulk template rollout | ✓ | Some |
| Per-site overrides within one agreement | ✓ | No |
| Portfolio annual-value rollup | ✓ | No |
| Site access notes + engineer log to field app (offline) | ✓ | No |
FAQ
Opscel Service Contracts — common questions
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