Field Service agreements allow organizations to automatically generate work orders and invoices with predefined details, frequency, and date ranges. Agreements are most commonly used for maintenance schedules where an organization must perform daily, weekly, or monthly inspections on equipment.

Here are a few different ways agreements can be configured and used. The agreement generates:

a. Daily inspection work orders that dispatchers schedule through the schedule board or schedule assistant.

b. Monthly maintenance work orders that are automatically scheduled by resource scheduling optimization.

c. Weekly work orders where the agreement assigns the same resource each time at a defined start time.

d. A single work orders each month to inspect multiple customer assets at a customer location. Multiple work orders each year to inspect multiple assets at a customer location.

e. Quarterly invoices to bill customers for predefined products and services.