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Planned maintenance contracts with every visit already on the board

Set up a service agreement once and Field Forge generates every recurring visit ahead of time. Assign engineers to many visits at once, track the SLA, and at month end Batch Billing invoices every completed visit in one go.

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The problem it solves

Recurring visits get forgotten until the client calls

A quarterly service slips because nobody re-entered it after the last visit. The first you hear of it is an unhappy customer or a missed SLA, and the renewal conversation just got a lot harder.

Contract billing is a manual monthly chore

Someone has to remember which contracts bill this month, for how much, and whether the visits actually happened. Miss one and you have given away work for free; double it and you are writing an awkward credit note.

Reactive work buries the planned work

Call-outs always feel more urgent than the PPM visit due next week, so planned maintenance is the first thing to slide — until the asset fails and the reactive bill is far bigger than the service would have been.

How it works

  1. 1

    Build the contract once

    Create a maintenance contract covering the sites and assets it applies to, then set a visit frequency per line — monthly, quarterly, biannual, annual, or a custom cadence. Each contract carries its own billing basis and SLA response targets.

  2. 2

    Visits generate themselves on a rolling horizon

    Field Forge creates upcoming visits on a rolling 90-day window, topped up every night, so the next service is always on the schedule board ahead of time. Filter by site and date, select all, and assign one or more engineers; planned visits sit alongside reactive call-outs on the same calendar.

  3. 3

    Complete, then bill without re-keying

    Engineers complete each visit on mobile with forms, photos, and sign-off. Contracts bill either as a fixed fee per period or as one invoice per completed visit. At month end, Batch Billing invoices every completed visit in one go, with safeguards against billing the same period or visit twice.

Watch it in action

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Service Contract Software for UK Contractors

Monthly maintenance contracts in Field Forge. Every visit planned ahead, engineer checklist done on site with photos, and every completed visit invoiced in one batch at month end.

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What you get

  • Service agreements with per-line visit frequencies (monthly to annual, or custom)
  • Automatic recurring-visit generation on a rolling 90-day horizon
  • Fixed-fee-per-period or per-completed-visit billing
  • Multi-engineer visit assignment
  • SLA and response-time tracking
  • Planned and reactive work on one schedule board
  • Duplicate-billing safeguards on contract invoicing
  • At month end, Batch Billing invoices every completed visit in one go
  • Optional task checklist per contract, ticked off per visit with who/when/GPS position and photo evidence
  • Per-visit compliance chips and a task evidence dialog for desk staff
  • Task summary included in the visit evidence pack sent to the client

Maintenance Contracts & PPM — frequently asked questions

PPM (planned preventive maintenance) is scheduled, recurring servicing carried out to keep assets running rather than waiting for them to fail. Field Forge supports it as a first-class workflow: you define a maintenance contract with a visit frequency per line and the system generates the recurring visits. You assign engineers, the SLA is tracked, and Batch Billing invoices the contract at month end.
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Quote, schedule, and invoice from one platform. Set up in minutes. No sales call, no setup fee.

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