Planned maintenance contracts that run themselves
Set up a service agreement once and Field Forge generates every recurring visit ahead of time, assigns your engineers, tracks the SLA, and turns completed visits into invoices — so PPM revenue lands on time without anyone chasing a spreadsheet.
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24
Active Jobs
12
Quotes Sent
£28.4k
Revenue (MTD)
7
Scheduled Today
Job Pipeline
£1,185
Avg Job Value
+8%
32%
Profit Margin
+2%
£4,220
Outstanding
3 invoices
Recent Activity
Boiler service completed at 14 High St
Quote #Q-0047 sent to Apex Build Ltd
Invoice #INV-0093 paid: £1,820
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
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
Visits generate themselves on a rolling horizon
Field Forge materialises upcoming visits automatically on a rolling 90-day window, refreshed every week, so the next service is always on the schedule board ahead of time. Assign one or more engineers, and planned visits sit alongside reactive call-outs on the same calendar.
- 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, so recurring revenue is raised automatically from work that actually happened — with safeguards against billing the same period or visit twice.
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
- Completed visits convert straight to invoices