Maintenance contract software for recurring service visits

Each generated visit becomes a job and each job is invoiced through the normal flow, so the money follows the work rather than a subscription clock. Nothing here stores a card or takes a percentage of the fee, which means a $180-a-year agreement is $180 to you — you collect it through whatever already handles your payments, at the rates you already negotiated. On real agreement volume that difference is usually larger than the software bill.

Daily, weekly, monthly or yearly, each with an interval, so "every 2 weeks" or "every 6 months" are straightforward. Weekly lets you pick which days. Monthly takes a day of the month from 1 to 31, or Last — the option people forget exists and the one that is genuinely useful for month-end work. Every series ends never, after a set number of occurrences, or on a date. One pattern that cannot be expressed is an ordinal weekday — "the first Tuesday of every month". Monthly series work from a date or the last day rather than an ordinal. If that shape is central to your agreements, check it before you commit.

Three different products that share vocabulary. A CMMS is asset-centric: an equipment register, meters, work orders raised against a machine, maintenance history per unit. Contract lifecycle management is document-centric: drafting, redlining, approval, signature, obligations and renewals. Opsler is visit-centric: it generates the visits and manages the work. If your problem is which chiller was serviced when, that is a CMMS. If your problem is a contract that needs legal review, that is CLM. If your problem is making sure the twice-yearly visits actually get scheduled and done, that is this.

The jobs are created from the series without anyone re-entering them, which is the part that stops a maintenance visit being forgotten. A daily scheduler keeps a rolling 30-day horizon generated at all times, so you are never looking at an empty board and never staring at twelve months of visits frozen in advance. They still need a technician assigned and a place in the day, so they arrive as work to be dispatched rather than as a finished schedule.

Per job and per period, not per agreement. Every generated visit carries its own revenue and its labour and material cost, and the revenue dashboard aggregates that across a period — total revenue, gross field profit, margin, average ticket size. What does not exist is a parent-contract view rolling every visit under an agreement into one lifetime profit figure. If you need agreement-level profitability, export the jobs and do it in a spreadsheet, or use a platform with a real agreement object.

Pro. Recurring series are not available on the free Budding plan, which covers 2 seats and 50 jobs a month. Pro is $25 per seat per month with no seat minimum and a 14-day trial that does not ask for a card. If recurring visits are the reason you are looking at Opsler at all, use the trial to create one series and watch what lands on the calendar.