Maintenance agreement tracking

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Check maintenance agreement schedules

   System scans all active maintenance agreements and identifies those with service dates approaching within 30 days. Pulls customer contact information and service history.

   ServiceTitanHousecall Pro
2. 2

   Action

   Send customer reminder notifications

   Automatically sends personalized email and SMS reminders to customers about upcoming scheduled maintenance visits. Includes service details and contact information for scheduling.

   ServiceTitanWorkiz
3. 3

   Decision

   Check customer response status

   Evaluates whether customer has confirmed appointment within 5 days of initial reminder. Routes to different paths based on response status.

   ServiceTitanHousecall Pro
4. 4

   Action

   Create service appointment automatically

   For confirmed customers, automatically schedules maintenance appointment with available technician based on service type, location, and technician skills. Blocks calendar time and assigns work order.

   ServiceTitanFieldEdge
5. 5

   Action

   Send follow-up to unresponsive customers

   For customers who haven't responded, triggers phone call task for customer service team and sends final reminder notice. Flags account for potential retention risk.

   JobberServiceFusion
6. 6

   Action

   Update agreement status and billing

   Updates maintenance agreement records with scheduled service dates and prepares billing for upcoming services. Adjusts customer account status and payment schedules.

   ServiceTitanWorkiz
7. 7

   Output

   Generate tracking and performance reports

   Creates dashboard reports showing maintenance agreement fulfillment rates, customer response rates, and upcoming service pipeline for management review.

   ServiceTitanServiceFusion

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