This improvement lets you connect jobs and estimates to Service Agreements, helping you better track profitability and follow up on equipment-related work.
What's changing with Service Agreements pull-through work?
Before, office employees couldn't link jobs or estimates directly to a Service Agreement. Profitability tracking only included planned work. Now, you can tie jobs and estimates to Service Agreements, automatically filter by covered equipment, and get full visibility into both planned and pull-through work. This helps track revenue and improve follow-through on sales opportunities. These capabilities are now available earlier and no longer tied to the Equipment Findings feature.
Before and After
Before (Current)
Book a job without linking it to a Service Agreement.
Create an estimate without showing covered equipment.
Convert estimates to jobs with no link to the Service Agreement.
Profitability metrics only include planned visits.
Manually track any extra work from findings or equipment inspections.
Impact: You may miss revenue from follow-up work and can't report full Service Agreement profitability.
After
Book a job and select the related Service Agreement.
Covered equipment shows in the filtered drawer.
Create estimates that link to the Service Agreement and auto-show covered equipment.
Converted jobs keep the Service Agreement connection.
Profitability metrics include both planned and pull-through work.
Impact: Service Agreement profitability reporting includes both planned work and pull-through revenue, providing clearer insight for renewal decisions, such as pricing or coverage changes.
Who uses this feature
Commercial Service and Replacement
Administrators, managers, CSRs, and dispatchers
Region availability: All regions
How it works for your industry
Commercial Service and Replacement
A dispatcher links a repair job to the Service Agreement after equipment findings. This helps track if repairs were completed and improves reporting.
A CSR creates an estimate for replacement equipment. The estimate filters only the covered items from the Service Agreement.
A manager sees updated key performance indicators (KPIs) that include follow-up jobs, giving a clearer view of Service Agreement profitability.
How to Prepare
Confirm the Service Agreements feature is enabled.
Identify which teams manage pull-through work from equipment findings.
Train CSRs and dispatchers on selecting the right Service Agreement and equipment.
Align reporting practices to include pull-through KPIs.
Bookmark any dashboards that track Service Agreement profitability.