Service Agreements – Plan, Execute, and Invoice on Autopilot
Take control of service agreements and inspections with automated scheduling and invoicing
If you have regular clients – businesses, housing associations, or private customers – who need ongoing inspections, repairs, or maintenance, you probably already have service agreements. But do you have control over when your next visit is? Do you have an overview of which customers have agreements – and what's included? Are all hours and materials invoiced correctly? Too many contractors lose money and time because service agreements are managed in notebooks, Excel sheets, or old emails.
Why Service Agreements Are Gold for Contractors
With Bidmio, service agreements are scheduled automatically, executed via app, and invoiced with one click.
- 🗓️ Scheduled automatically
- 📲 Executed via app
- 💰 Invoiced with one click
What Is a Service Agreement?
A service agreement is a recurring contract between you and the customer, where you perform maintenance, inspection, or service at fixed intervals – for example monthly, quarterly, or annually.
Examples:
Service agreements create stable revenue and customer loyalty. But only if you have control over scheduling – and invoicing happens automatically.
Digital Service Agreement Management in Bidmio
Bidmio combines planning, execution, and invoicing in one system. You create a service agreement once – then it runs automatically.
1. Create the Service Agreement
Enter customer and location, which tasks to perform, interval (e.g., every 3 months), employees and checklists, fixed price or hourly rate. The system automatically schedules future visits and places them in the calendar.
2. Execute the Work
When the date approaches, the technician gets a notification on mobile. They open the job, complete the checklist, take photos, and get the customer's signature. All information is automatically collected in the system.
3. Invoice Automatically
When the work is completed, the invoice is generated automatically – ready for sending or export to e-conomic/Dinero. If the agreement has a fixed price, it's invoiced automatically on the right date.
Example: Service Agreement with Automatic Invoicing
No Excel. No paper. Everything happens automatically.
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Benefits of Digital Service Agreement Management
11️⃣ Never Forget an Agreement
The system tracks all customers and inspections and automatically sends reminders.
22️⃣ Automatic Invoicing
No forgotten invoices – fixed prices and intervals are automatically sent to accounting.
33️⃣ Easier Scheduling
You can see all service agreements in the calendar and move them with drag & drop.
44️⃣ Documentation in Order
Photos, notes, and signatures are automatically saved to the job – ready for handover.
55️⃣ Professional Impression
The customer receives report and invoice digitally – this creates trust and repeat business.
66️⃣ Stable Revenue
Service agreements ensure steady income and better cash flow year-round.
Who Can Use Service Agreements in Bidmio?
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How to Create a Service Agreement in Bidmio
Click "New Service Agreement"
Select customer and location
Enter task type and frequency
Add checklist (e.g., "ventilation inspection")
Set price and payment terms
Choose whether it should be invoiced automatically
Save – the system schedules future tasks
The technician now sees the agreement in their app and gets notified when it's time to perform the work.
Example Checklist in a Service Agreement
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Automatic Report and Documentation
When the inspection is completed, Bidmio automatically generates a service report (PDF) with:
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The report can be sent to the customer, builder, or archived internally.
Integration with Accounting System
Bidmio integrates directly with:
When the service agreement is completed, the invoice is automatically sent to your accounting system – without duplicate work.
Case Study: HVAC Company with 300 Service Agreements
Legislation and Requirements
For many industries, service agreements aren't just good business – they're a requirement. For example:
With digital service agreements, you can easily document that requirements are met.
Comparison: Traditional vs. Digital Management
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Economic Benefits
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How to Get Started with Bidmio Service Agreements
Create free account on Bidmio.com
Select Service Agreements module
Create your first customers and inspections
Add checklists and invoicing intervals
Launch the app – and let the system do the rest
In less than an hour, you can get started – without paper and Excel.
Common Challenges with Manual Service Agreements
| Problem | Consequence |
|---|---|
| 📅 Forgotten inspections | Lost revenue and dissatisfied customers |
| 📋 No overview of active agreements | Confusion and duplicate work |
| 💸 Forgotten invoicing | Lost income |
| 📞 Time-consuming coordination | Wasted time on planning |
| 📑 Missing documentation | Difficult to prove work performed |
| 🔁 No automatic repetition | You have to create the same task again and again |
Key Features of a Good Service Agreement System
| Function | Description | Benefit |
|---|---|---|
| 🗓️ Automatic Scheduling | System repeats tasks per interval | Save time and avoid errors |
| 📲 Mobile Execution | Technicians see agreements in app | No forgotten tasks |
| ✍️ Digital Signature | Customer signs on site | Documentation saved |
| 📸 Photos and Notes | Proof of work performed | Professional handover |
| 💰 Automatic Invoicing | Invoice sent on fixed date | No lost revenue |
| 🧾 Checklists | Fixed inspection points per agreement | Consistent quality |
| 🔁 Recurrences | Task created automatically | Full control |
| 🔒 GDPR and Security | Data stored securely in EU | Complies with legislation |
Frequently Asked Questions
Conclusion
Digital service agreement management gives you full overview of all customers and tasks, automatic scheduling and invoicing, digital documentation with photos and signatures, fewer errors and wasted time, and a more professional experience for the customer. Bidmio makes it easy to automate your service business. From planning to invoice – everything runs on autopilot.
👉 Try Bidmio for free today – Plan and invoice your service agreements automatically. Save time, get control of agreements – and focus on customers instead.
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