US Service-Contract +
Sell service agreements, auto-generate recurring PM visits, renewal billing & SLA timers for US field service (HVAC)
Sell service agreements, auto-generate recurring PM visits, renewal billing & SLA timers for US field service (HVAC)
Key Features
Sellable service plans
Sellable service plans — package your Silver / Gold / Platinum agreements as reusable plan templates with a visit frequency, SLA targets, a checklist of required tasks and an annual price, then spin up a customer contract in one click.
Recurring visit generation
Recurring visit generation — from the contract term and frequency (weekly, bi-weekly, monthly, quarterly, semi-annual or annual) the app auto-creates every preventive-maintenance work order for the whole agreement, numbered and dated, with
Never-miss scheduling cron
Never-miss scheduling cron — a rolling nightly job keeps a forward window of upcoming visits generated and automatically flags past-due visits as Missed so nothing silently falls through the cracks.
SLA response & resolution timers
SLA response & resolution timers — each visit tracks a response deadline and a resolution deadline derived from the contract's SLA hours, measures the actual response and resolution time, and shows a live On-Track / At-Risk / Breached statu
Renewal management
Renewal management — see days-to-expiry and expiring-soon flags, auto-renew eligible contracts, or use the renewal wizard to extend the term with an optional price escalation and regenerate the visit schedule.
Renewal billing
Renewal billing — generate a customer invoice for any billing period (monthly, quarterly, semi-annual or annual) straight from the contract, with the per-period amount derived from the annual contract value.
Technician assignment & checklists
Technician assignment & checklists — assign a technician to each visit and drive completion through a per-visit task checklist copied from the plan, with live task-completion progress.
Full visit lifecycle
Full visit lifecycle — start, complete, reschedule, mark missed or cancel visits with actual start/end capture and duration tracking.
Contract dashboards
Contract dashboards — every agreement shows visit counts, completed and missed totals, next renewal date and lifetime value at a glance.
Role-based security
Role-based security — Service Contract User and Manager groups control who can activate, renew, cancel and bill agreements.
Screenshots
Why Choose This Module
Stop losing money on forgotten preventive-maintenance visits and untracked service agreements. This app turns a signed service contract into a living schedule: it auto-generates every recurring work order for the whole term, watches renewal dates, bills each period, and runs SLA response / resolution timers on every visit — purpose-built for US HVAC and field-maintenance plans.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: account
- Support: support@pokutsoft.com
Update date: 2026-07-05
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 1504 |
| Technical Name |
us_service_contract_recurring_visit_scheduler |
| License | OPL-1 |
| Website | https://pokutsoft.com |
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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