Some work comes back around — monthly maintenance, quarterly servicing, a seasonal check-up. A recurring service agreement sets that up once so it bills on a schedule, giving you steady, predictable income without re-quoting every time.

Create an agreement

Start a recurring agreement
Set up a new recurring agreement with the customer, the work included, the price, and how often it repeats — monthly, quarterly, whatever fits.
app.getlever.ai
Monthly maintenance
Active
Dave R. · HVAC service
Bills monthly$120/mo
Next bill Aug 1
Send it for approval
The customer approves the agreement once. From then on, billing runs on the schedule you set — no re-quoting, no chasing each cycle.

Managing it over time

Life changes — prices go up, scope shifts, a customer moves on. You can amend an agreement (the customer approves the change) or cancel it when it’s run its course.

Recurring agreements are the quiet engine of a steady business — a handful of them turns unpredictable months into a reliable base you can count on.