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Bring jobs, PPM, sites, and pricing into one contract, so complex service delivery stays clear, controlled, and easy to manage.
by Joblogic MarketplaceCustomer Contract is Joblogic’s field service contract management layer, bringing multiple services, sites, and work types into one customer agreement. Instead of managing separate contracts for HVAC, fire, electrical, or other service lines, everything sits under one record, with jobs, PPM, quotes, and billing all linked to it.
That gives contract managers, operations teams, and finance leads a clearer view of the agreement and everything connected to it. Pricing stays consistent, changes are easier to track, and linked work is visible in one place.
The result is less admin, better control, and a simpler way to manage complex contracts.
Customer Contract is designed for service businesses managing complex, multi-service agreements, where separate contracts across service lines are creating visibility gaps, pricing inconsistency, and unnecessary admin.
It helps teams who:
Bringing services and sites under one contract makes it easier to see what is active, what has been agreed, and what is still outstanding.
Contract-driven pricing rules make sure selling rates are applied consistently, so revenue is not lost through human error or inconsistent job setup.
Automated workflows handle renewals, roll-ons, and PPM alignment so your team spends less time on contract admin and more time on delivery.
Controlled suspension and reactivation update linked jobs and invoices automatically, so contract changes do not create extra manual work.
Create a single contract covering multiple service lines and sites for the same customer. Link PPM contracts and reactive work to the same agreement, rather than managing them separately.
Set contract-level selling rates and pricing rules so jobs are priced correctly whenever they are logged, regardless of who is doing the work.
Take the manual effort out of contract renewals with guided renewal workflows and automated PPM alignment. Open-ended agreements can roll forward automatically, so nothing lapses without your knowledge.
Pause and restart contracts in a controlled way, with linked jobs, invoices, and PPM schedules updated automatically.
Search and filter contracts by number, status, site, date, or customer order number. Access linked jobs, PPM contracts, and performance data directly from the contract record.
Every update, renewal, suspension, and pricing change is logged automatically, so the full contract history stays accessible for compliance, client queries, or internal review.
If you prefer reading, we’ve got you covered! Check out our User Guide here.
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Service delivery team
The Customer Contract module in Joblogic allows you to set up, manage, and track service agreements, maintenance contracts, and other recurring arrangements with your customers. It helps you stay on top of renewals, agreed pricing, and service level commitments.
Service providers, facilities management companies, and maintenance teams that work with ongoing customer agreements and need to ensure consistent delivery and billing.
You can set reminders for upcoming expiry dates, run reports on contracts due for renewal, and quickly generate new agreements from existing templates.
Yes. You can connect jobs, PPM tasks, and asset maintenance schedules directly to the contract so all related work is tracked under the same agreement.
Yes. You can upload and store scanned agreements, compliance certificates, or any other related files directly within the contract record.