FieldPulse maintenance agreements: what the help center documents, what it doesn't, and what to ask on the demo
- Everything here comes from FieldPulse's own feature page, help center, changelog and API reference, plus one Reddit thread and Capterra reviews, all fetched on September 2, 2026 and linked at the bottom. FieldPulse doesn't publish prices, so there's no cost math on this page; what's known about the quote is on the FieldPulse pricing page.
- I build Deepsel, a maintenance-agreement tool that runs beside field service software. It has no FieldPulse integration. It gets one labeled section near the end and nowhere else.
FieldPulse maintenance agreements, as documented in September 2026: pick a service frequency, let FieldPulse auto-create the next 12 months of visits as unscheduled jobs, attach recurring billing to a saved card, and email customers a reminder before each visit. Not documented anywhere: retries when a card fails, a visits-owed count per plan year, an expiry warning, or an agreements API.
An earlier pass at FieldPulse's machine-readable docs index turned up no agreement articles, because that index lists only the API and tucks the 391 user guides one level down. They're there. On September 2 the help center has a full Maintenance Agreements guide, a reports guide, a preview of the reminder email, and a changelog with agreement releases in November 2025, July 2026 and August 2026.3, 7 So the feature exists. The question is which of the jobs a maintenance program needs the docs cover, which they leave to your office, and what to make the rep show you before you move 200 agreements onto it.
Which FieldPulse plan includes maintenance agreements?
FieldPulse's pricing page lists three packages, Essentials, Professional and Enterprise, and every one of them says Request Pricing. The page describes the model as "per-technician pricing."2 Maintenance Agreements shows up in the site's feature menu but in none of the three package feature lists, which run from customer management and scheduling through QuickBooks sync, multi-location management and Open API.2
The help center is short on this too. The only prerequisite it names: "Maintenance agreements are enabled in your account."3 The two features the module leans on, Recurring Billing and Assets, you switch on yourself under Company Settings, Features & Plugins.4, 5
One data point from a shop. A commercial HVAC owner who signed up in May 2024 wrote in December 2025 that FieldPulse does "include a bunch of add ons like 'maintenance contracts' at no additional charge which for me was huge."9 That's one owner, and packaging moves. Ask the rep to write "maintenance agreements included on [package]" on the quote. Per-tech rates, contract length and what other shops report paying are on the FieldPulse pricing page.
What the feature page promises
The marketing page's opening line: the feature "helps you streamline recurring services, automate scheduling, and keep customers satisfied."1 Under it sit nine bullets across three headings. Three of them, quoted as written:
- "Recurring Service Automation: Set up automatic scheduling for maintenance visits based on contract terms, ensuring no service is missed."
- "Renewal Reminders: Receive automatic reminders when contracts are up for renewal, ensuring you don't miss opportunities to extend agreements."
- "Automated Invoicing: Automatically generate invoices for recurring maintenance services, ensuring you get paid on time without manual effort."1
Marketing pages describe outcomes. Help centers describe mechanics. The table below puts all nine promises against the docs.
What the help center documents, promise by promise
| What the feature page says | What the help center documents (September 2, 2026) | Verdict |
|---|---|---|
| Automatic scheduling of visits "based on contract terms" | Two job creation methods. Manual: you create every job from the agreement's Jobs tab. Automatic: jobs come from a job template, "maintaining a rolling basis of 12 months of future occurrences. These jobs will be left unscheduled by default." You book each one from the Jobs tab, the unscheduled filter, or the hourglass tool.3 | Partly. The jobs create themselves. The office still puts every one on the calendar. |
| Service reminders to customers and techs | "Automatic email service reminders can be sent to customers and team members." Subject, body, timing and internal recipients are configurable. The reminder goes out ahead of a visit that's already scheduled.3 | Documented, as a pre-visit email. No text reminder and no book-your-own-visit link appear in the agreement docs. |
| Renewal reminders | Agreements carry a start month and an optional end month; the report shows Status and Start Date. I found no renewal-reminder setting in the agreement guide, the report guide or the changelog.3, 6, 7 | Not documented. |
| Automated invoicing | Recurring Billing, attached to the agreement. "The system creates one invoice at a time, right on the day it's due," weekly, monthly or annually. Each invoice carries a payment link or auto-charges a saved card or ACH account. Ends after a set number of occurrences or on a date.4, 5 | Documented. |
| Getting paid "without manual effort" when a card fails | From the Recurring Billing FAQ: "the recurring billing will continue. The invoice will not be marked as paid, and if you have notifications set up (outside of FieldPulse), you should also receive an alert from the payment provider."4 No retry and no customer message are described. Expired cards show a red flag on the customer record.5 | Documented as a gap. The office chases it. |
| Visits owed vs delivered | The report shows Last Job Occurrence Month and Next Occurrence (month, job, scheduled date, status). A Maintenance Occurrence Report added in July 2026 lists every occurrence with its job.6, 7 Nothing counts visits owed against visits delivered within a plan year, and nothing warns before a paid visit expires. | Partly. You can see the last visit and the next one. You can't see "two paid, one delivered, 40 days left." |
| Equipment on the agreement | Multiple assets link to one agreement and copy onto every generated job (on the create screen since August 2026). Assets hold model, install date, warranty and photos, and count "Number of Times Serviced" and "Lifetime Spend."3, 5, 7 | Documented, and better than most FSMs in this class. |
| Signed agreement | A Contracts tab on the agreement. You send the contract by email, the customer accepts with an e-signature, and the status shows on the agreement.3 | Documented. |
| Profitability tracking | The report carries Price per Bill and Total Annual Fee per agreement. Assets carry Lifetime Spend. Nothing documented ties agreement fees to the cost of visits delivered.6 | Partly. It's revenue tracking. |
| Member discounts on repairs | No member-rate or discount field appears in the agreement guide, the report columns or the changelog. | Not documented. |
Three mechanics from the docs before you commit. Recurring Billing setup is "web app only." Saved payment methods "cannot be edited. To change a card or bank account, delete it and add it again." ACH on file "must be enabled by a FieldPulse team member."5 And read FieldPulse's own framing of Recurring Billing twice: "We've created this feature specifically for our customers who regularly perform maintenance work, such as landscaping and pool maintenance."4 Weekly mowing is a schedule. An HVAC agreement is a prepaid obligation with a deadline. Same billing engine; what it doesn't carry is the idea that the customer is owed something.
What the API exposes
The API reference index lists endpoint groups for assets, comments, contracts, customers, custom fields, estimates, invoices, items, jobs, locations, material lists, payments, projects, purchase orders, subtasks, tags, teams, timesheets, users and vendors.8 There is no maintenance agreements group. The Contracts group has two read-only calls, and the glossary defines contracts as documents that "can be added to estimates and invoices and require a customer's signature before beginning work," which is the e-sign paper, not the agreement record.8 Webhooks fire for jobs, estimates and invoices, and "Webhook setup and configuration must be facilitated by FieldPulse Support." API keys come from support as well.8
Why that matters even if you never write code: Zapier can't watch an agreement lapse, a reporting tool can't pull the member list nightly, and a companion tool can't sync it. What you do get is a manual export from the reporting screen, for both the agreement report and the July 2026 occurrence report.6, 7 Enough to leave with your data. Enough to run a sheet beside it. That's the ceiling of the integration story today.
What FieldPulse users say about maintenance agreements
Very little, and what there is leans positive. The Reddit line above came from a thread where a 6-tech commercial HVAC owner asked which CRM to buy; the FieldPulse user's full verdict was "They're ok," plus "going from paper t and m slips to FP has saved me a stupid amount of time."9
On Capterra, a facilities-services owner (1 to 2 years on FieldPulse, August 19, 2026) wrote that onboarding "helped us think through how to streamline job progression and reporting for our maintenance agreements," and chose FieldPulse over ServiceTitan on price.10 An operations manager (January 7, 2026) listed "recurring billing/templates" among the pros. The one wish: a director of operations at an electrical contractor (August 1, 2026, four stars) would "appreciate greater freedom in scheduling regular maintenance visits."10
Then the negative finding, stated plainly. I searched r/ProHVACR, r/HVAC, r/Plumbing, r/electricians, r/hvacadvice and r/smallbusiness for FieldPulse threads and read what came back. Nobody is complaining about the agreement module. Compare the $0-invoice thread on Housecall Pro or Service Fusion's "basically non-functional." Either the module works for the shops on it, or those shops are small enough that booking every visit by hand hasn't hurt yet. I can't tell which from outside. Neither can you until the demo.
The caution that does repeat on Capterra is about FieldPulse's subscription contract, not the feature. An HVAC contractor who left Jobber for FieldPulse (August 13, 2026, one star): "make sure you fully understand the contract before signing." An electrical contractor (March 10, 2026): "I will be changing service once my contract is up."10 Moving an agreement book is a one-way trip for at least a year. Ask about the term first.
Eight questions to ask on the FieldPulse demo
Each one names what the docs say today, so you know whether the rep is showing you a feature or a workaround. Bring a real member to mind: two systems, spring visit done, fall visit owed, card expiring in October.
- "Show me visits owed vs delivered for this member, per unit." Docs today: last and next occurrence per agreement, plus the occurrence report.6 A good answer is a screen that says two paid, one delivered. A workaround answer is "run the report and filter."
- "Does renewal charge the saved card, and does it retry if the charge fails?" Docs today: auto-charge yes; on failure "the recurring billing will continue" and the invoice sits unpaid.4 Have them fail a test card and show what happens next.
- "When a card fails, who gets told, and what does the customer receive?" Docs today: an alert from the payment provider, "outside of FieldPulse," if you set that up.4 You want a failed-renewals list inside FieldPulse and a message to the member. Ask to see both.
- "Can billing frequency change mid-plan without cancelling and rebuilding?" Docs today: completed billing records can't be edited; nothing describes changing frequency on an active one.4 Have the rep switch a live agreement from annual to monthly on screen.
- "Can one plan cover two units with different filter sizes, and does the size print on the job?" Docs today: multiple assets per agreement, free-text equipment details, assets copied onto each job.3, 5 Likely fine. Confirm where the filter size lives and whether the tech sees it on mobile.
- "Can the member book their own visit from the reminder?" Docs today: the reminder is an email sent before a visit the office already scheduled.3 FieldPulse has a separate Booking Portal. Ask whether a portal booking can attach to an occurrence, or whether the office re-keys it.
- "Export my agreement list with equipment and payment history." Docs today: report exports, no API.6, 8 Watch them do it. If it takes three reports and a spreadsheet join, that's what leaving costs later.
- "What does the office see when a plan year ends with a visit still owed?" Docs today: nothing. No expiry warning appears in the agreement guide, the report guide or the changelog. If the answer is "the next occurrence just doesn't get scheduled," that's a silent lapse, and silent lapses are how agreements slip through the cracks.
What still needs a spreadsheet, and how to check whether FieldPulse does
Every FSM I've looked at handles "who's due this month" and "charge the card." FieldPulse does both; its This Month and Next Month tabs are a clean version of the first.3 The lists that end up in a sheet are narrower: cards that failed this month, prepaid visits expiring in the next 60 days, and members with fewer visits delivered than paid. Why those three is in how to track HVAC maintenance agreements.
The check is simple. On the demo, ask for each list as a saved filter. If the rep builds it in a minute, you're done. If the answer involves an export and a formula, you'll be running the tracking spreadsheet (free, no email asked) beside a module that does everything else well. Shops that skip the module and run agreements on plain recurring jobs have a different gap; that feature, from setup to what it can't do, is covered in FieldPulse recurring jobs, explained.
Running the ledger beside FieldPulse
This is the part I have a product in, so weigh it accordingly. Deepsel is maintenance agreement software that works beside field service platforms, and for FieldPulse shops the fit is deliberately narrow. There's no FieldPulse integration. You import the agreement list from a FieldPulse report export or a spreadsheet, and Deepsel keeps the ledger: plan, tier, covered equipment, visits owed vs delivered per unit, card on file, renewal date. It charges renewals with retries and flags every card that fails. Each season it emails members who are due (texts on Pro) with your booking link or phone number, and warns you and the member before a paid visit expires. Your office enters booked visits in FieldPulse as normal jobs, the same way they're booked today.
If FieldPulse's module covers the three lists above, use it. It's on your account and it's documented. If it doesn't, Deepsel is those three lists run for you daily, at $79 a month on Starter with unlimited users and no percentage of your membership revenue. Plans and the feature split are on the pricing page. FieldPulse doesn't publish prices, so I won't pretend to total a stack; what's known about the quote is on the FieldPulse pricing page.
14-day free trial. No credit card required. Comparing FSMs on this feature? The agreement software comparison by shop size covers ServiceTitan, Housecall Pro, Jobber, FieldEdge, Service Fusion and Workiz.Frequently asked questions
Does FieldPulse have maintenance agreements?
Yes. As of September 2026 the module is documented end to end: a service frequency, the next 12 months of visits created as unscheduled jobs, recurring billing to a saved card or ACH account, email reminders before each visit, assets that copy onto every job, and an e-sign contract.3 Reports show status, price per bill, total annual fee, and last and next occurrence.6
Which FieldPulse plan includes maintenance agreements?
The pricing page doesn't say. All three packages are quote-only, priced per technician, and none of the package feature lists names Maintenance Agreements.2 The help center's only prerequisite is that the feature is "enabled in your account."3 One owner reported it included at no extra charge in December 2025.9 Get the package and the price in writing.
Does FieldPulse auto-bill maintenance agreements?
Yes, through Recurring Billing attached to the agreement: one invoice generated on the day it's due, weekly, monthly or annually, with a payment link or an automatic charge to a saved card or ACH account.4 Saved payment methods need FieldPulse Payments, ACH on file has to be enabled by FieldPulse staff, and setup is web app only.5
What happens when a customer's card fails on a FieldPulse recurring billing?
Per FieldPulse's Recurring Billing FAQ, "the recurring billing will continue. The invoice will not be marked as paid," and any alert comes from the payment provider outside FieldPulse.4 No retry and no customer message are documented. Expired cards get a red flag on the customer record.5 The office chases the rest.
Does FieldPulse send maintenance reminders by text?
The agreement docs describe automatic email reminders to customers and team members, sent ahead of a visit that's already on the schedule, with subject, body, timing and internal recipients configurable.3 No text reminder and no self-serve booking link is documented for agreements.
Can I export my maintenance agreements from FieldPulse?
Yes, from reports. The Maintenance Agreement report carries status, dates, fees, frequency and last and next occurrence; the Maintenance Occurrence Report (July 2026) lists every occurrence with its job and exports in a couple of clicks.6, 7 There's no agreement endpoint in the API, so the export is manual.8
Does the FieldPulse API include maintenance agreements?
No. The API covers assets, customers, jobs, estimates, invoices, payments and similar records. Contracts endpoints are read-only and refer to e-sign documents. Webhooks exist for jobs, estimates and invoices only, and API keys and webhook setup go through support.8
Does Deepsel replace FieldPulse?
No, and there's no integration between the two. FieldPulse stays your system for customers, dispatch, jobs and invoicing. Deepsel imports your agreement list from a report export or a spreadsheet and runs the ledger beside it. Your office enters booked visits in FieldPulse as normal jobs. Shops on Jobber and Housecall Pro get closer integration; FieldPulse shops get the import route.
Sources
- FieldPulse, "Maintenance Agreement Software" feature page: "helps you streamline recurring services, automate scheduling, and keep customers satisfied"; Recurring Service Automation, Service Reminders, Renewal Reminders, Automated Invoicing and Profitability Tracking bullets quoted above. fieldpulse.com/features/maintenance-agreements, retrieved September 2, 2026.
- FieldPulse pricing page: Essentials, Professional and Enterprise packages, each "Request Pricing"; "Our per-technician pricing is designed to fit your business and goals, at any size"; package feature lists (Customer Management through Open API) with no Maintenance Agreements entry. fieldpulse.com/pricing, retrieved September 2, 2026.
- FieldPulse Docs, "Maintenance Agreements": prerequisite "Maintenance agreements are enabled in your account"; Manual vs Automatic job creation, "maintaining a rolling basis of 12 months of future occurrences. These jobs will be left unscheduled by default"; "Automatic email service reminders can be sent to customers and team members"; assets applied to every generated job; Contracts tab with e-signature; This Month / Next Month tabs and hourglass scheduling. help.fieldpulse.com; reminder email configurability per "Maintenance Agreements: What Your Customer Sees," help.fieldpulse.com. Both retrieved September 2, 2026.
- FieldPulse Docs, "Recurring Billing": "created this feature specifically for our customers who regularly perform maintenance work, such as landscaping and pool maintenance"; enable under Company Settings, Features & Plugins; invoice frequency, payment link or auto-charge, end after N occurrences or a date, "Records with a status of 'Completed' cannot be edited"; FAQ "The system creates one invoice at a time, right on the day it's due"; FAQ on a declined card, "the recurring billing will continue. The invoice will not be marked as paid, and if you have notifications set up (outside of FieldPulse), you should also receive an alert from the payment provider." help.fieldpulse.com, retrieved September 2, 2026.
- FieldPulse Docs, "Saving a Payment Method on File": FieldPulse Payments required; "ACH must be enabled by a FieldPulse team member"; "Saved payment methods cannot be edited. To change a card or bank account, delete it and add it again"; expired cards shown with a red expiry date; "Recurring Billing setup is web app only." help.fieldpulse.com; asset fields ("Number of Times Serviced," "Lifetime Spend," warranty, install date) and self-serve enablement per "Assets," help.fieldpulse.com. Both retrieved September 2, 2026.
- FieldPulse Docs, "Maintenance Agreement Reports": default columns including Status, Start Date, Price per Bill, Total Annual Fee, Frequency Display Name, Last Job Occurrence Month, Next Occurrence (month, record, schedule status, job status), Billing Frequency, custom fields and customer fields. help.fieldpulse.com, retrieved September 2, 2026.
- FieldPulse Docs changelog ("What's New"): August 2026, "Assets Section in Maintenance Agreement Creation & Edit Screen"; July 2026, "New Maintenance Occurrence Report" ("lists every maintenance occurrence with its related job and agreement, filter, view, and export it all in a couple of clicks"), "Recurring Billing Reporting," and "Updated Maintenance Agreement List View on Customer Record" (status column, cancelled agreements stay visible); May 2026, "Save a Payment Method on File" including ACH; November 2025, "Maintenance Agreement Occurrence Creation"; March 2025, "End Date for Recurring Billing." help.fieldpulse.com/changelog, retrieved September 2, 2026.
- FieldPulse API Reference: endpoint index (Assets, Assets Category, Comments, Company Profile, Contracts, Customers, Custom Fields, Estimates, Invoices, Items, Jobs, Lead Source, Locations, Material Lists, Payments, Pipeline Status, Projects, Purchase Orders, Subtasks, Tags, Teams, Timesheets, Users, Vendors, Version) at help.fieldpulse.com/llms.txt; Glossary, "Contracts can be added to estimates and invoices and require a customer's signature before beginning work," help.fieldpulse.com/api-reference/glossary; Webhooks, "Webhook setup and configuration must be facilitated by FieldPulse Support," event schemas for Jobs, Estimates and Invoices, help.fieldpulse.com/api-reference/webhooks; Getting Started, API key from support@fieldpulse.com, 50 requests per second, help.fieldpulse.com/api-reference/getting-started. All retrieved September 2, 2026.
- r/ProHVACR, "Crm questions," December 23, 2025 (a 6-tech commercial HVAC owner asking which CRM to buy); FieldPulse user's reply: "Signed up with FieldPulse late May 2024. They're ok. They do include a bunch of add ons like 'maintenance contracts' at no additional charge which for me was huge… going from paper t and m slips to FP has saved me a stupid amount of time." reddit.com, read September 2, 2026.
- Capterra, FieldPulse reviews (492 reviews, page last updated August 26, 2026): owner, facilities services, 1 to 2 years, August 19, 2026, five stars ("helped us think through how to streamline job progression and reporting for our maintenance agreements"; "Price for what we use was better"); operations manager, facilities services, under 6 months, January 7, 2026, five stars ("recurring billing/templates"); director of operations, electrical contractor, 1 to 2 years, August 1, 2026, four stars ("greater freedom in scheduling regular maintenance visits"); HVAC contractor, construction, under 6 months, August 13, 2026, one star ("make sure you fully understand the contract before signing"); owner, electrical contractor, 1 to 2 years, March 10, 2026, three stars ("I will be changing service once my contract is up"). capterra.com, pages 1 to 3, retrieved September 2, 2026.