Never miss a maintenance visit — contracts and SLAs that run themselves

Set recurring maintenance intervals, track SLA response and resolution times per customer, and let periodic invoicing send itself — 100% compliance, zero missed visits.

With Contracts in OutSmart you automate recurring agreements with customers, such as annual maintenance of boilers, periodic inspections or service visits. Where companies often still work with loose lists or Excel files, OutSmart automatically generates work orders based on the contract. This ensures that no appointment is forgotten.

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Alexandra's Contracts
Quick overview
 
Create contracts with fixed intervals (monthly, quarterly, annually) — OutSmart automatically generates work orders on the agreed date
 
SLA monitoring on response and resolution time per customer — you see immediately when you’re at risk of breaching the SLA
 
Automatically assign to the right engineer via the planning board — no more manual scheduling per maintenance visit
 
Periodic contract invoicing automatically sent on the agreed date — to Exact, AFAS or QuickBooks
 
The result: 100% contract compliance, zero missed maintenance visits and invoicing that manages itself
Sound familiar?

Why contract management without a system costs you money and customers

You have dozens of service contracts — but no system that tracks when what needs to happen.

“We forgot a maintenance visit again last month”You have 40+ contracts but no system tracking them. A customer calls angry, you search through Excel to find who’s already visited. The relationship is at stake.“We don’t consistently meet our SLAs”Keeping track of response times per customer, per contract, per priority is impossible manually. When a claim arises, you can’t even tell if you were at fault — because there’s no record.“Contract invoicing goes wrong every month”Which customers need invoicing this month? You always miss one. Or you invoice twice. And at month end you manually piece it all together.
“Setting up a new contract takes half an hour”Re-enter customer details, set rates, adjust schedule, inform the engineer. Four steps across four systems — miss one and the rest doesn’t work either.“After contract renewal the chaos starts over”Contracts expire without anyone noticing. The customer asks to renew but you no longer know what the rates were or how many visits were still outstanding.“Engineers don’t know which contract terms apply”Which SLA applies to this customer? What are the agreed response times? They call the office. The office looks it up. Meanwhile the clock keeps running — and so does the SLA clock.

Sound familiar? Here’s how OutSmart solves it.

See the solution ↓
Customer story

How DeMo manages 120+ service contracts without a single missed maintenance visit

01 · Situation
120+ contracts, Excel and lots of phone calls

DeMo Service & Industrial Doors manages over 120 service contracts for maintenance and emergency call-outs. Keeping track of visit schedules, SLA agreements and contract invoicing cost hours of manual administration every week — with mistakes as a result.

02 · Action
All contracts entered into OutSmart

DeMo migrated all service contracts to OutSmart. Each contract has its own interval, SLA setting and linked engineer. OutSmart automatically creates work orders and sends the invoice on the agreed date to Exact.

03 · Result
Zero missed maintenance visits

“We now have one system that tracks all our contracts. Work orders are created automatically — we just need to confirm the schedule.”

Frank MeijsenStrategic Advisor, DeMo Service & Industrial Doors
Solution

From contract agreement to invoice — fully automatic

OutSmart manages all your service contracts, monitors SLAs and automatically creates work orders at the right moment. You stay in control, without manual scheduling.

Service contract management in OutSmart
Create contract

Set up once, always up to date

Benefit: never manually schedule a maintenance visit again

You record the contract once: customer details, interval (monthly, quarterly, annually), the linked engineer and the SLA agreements. From that moment OutSmart automatically creates work orders at the agreed time — without you needing to look at it.

Fixed intervals — monthly, quarterly or annually
Linked engineer per contract — always the right person
Manage contract renewals and updates in one screen
More about creating contracts →
“The switch to digital work orders went smoothly. We now work with far more clarity, speed and confidence.”
Niels Luijten · Dyzle
Automatic work orders

Every maintenance visit automatically scheduled — you just confirm

Benefit: 0 missed maintenance visits, no manual creation

On the agreed date OutSmart automatically creates a work order and places it in the planning board. The engineer sees the job directly in their app — including customer details, location and the applicable contract terms.

Automatic work orders on the agreed interval
Contract info visible in the work order — engineer knows the terms immediately
History per customer — all completed maintenance visits in one screen
More about work orders →
“OutSmart gives us a clear system for projects, service and maintenance. Scheduling has become so much simpler.”
Kimberley · Oostendorp Nederland
Automatic work orders in OutSmart
SLA monitoring in OutSmart
SLA monitoring

Always visible whether you’re meeting your SLA — for every customer

Benefit: no more claims because you can’t prove your response time

Per customer you set the SLA terms: maximum response time, resolution time and priority. OutSmart monitors the timers from the moment a call comes in. You see at a glance which tickets are urgent and whether you’re still within the agreed limits.

Set response and resolution time per customer or contract type
Priority marking on work orders — engineer sees immediately what’s urgent
SLA reporting per customer — verifiable proof in case of disputes or audits
More about SLA monitoring →
“With OutSmart we work fully digitally: engineers see their jobs directly and we respond faster to urgent calls.”
Martijn Kooijman · AaproTect
Periodic invoicing

Contract invoicing that manages itself — on time every month

Benefit: no more missed invoices, no manual checking

Per contract you set the invoicing interval and rate. OutSmart automatically generates the invoice on the agreed date and sends it to your accounting package. Exact, AFAS, QuickBooks or Xero — the integration is direct.

Automatic invoicing per contract — at the agreed moment
Direct integration with Exact, AFAS, QuickBooks and Xero
Overview of all outstanding and sent contract invoices
More about invoicing →
“OutSmart has significantly improved our workflows. Thanks to the AFAS integration, post-calculation and invoicing are perfectly handled.”
Tom Groot · VKS Schiedam
Contract invoicing in OutSmart
Contract types

Three contract types — one system for every agreement

OutSmart supports preventive, corrective and yearly-order contracts. Each type uses different scheduling rules, so you pick the one that matches how the agreement actually works.

Preventive

Scheduled recurring maintenance

Runs on a recurring schedule — daily, weekly or monthly — combined with days in advance. OutSmart creates each work order automatically ahead of the target date. Use it for planned maintenance visits that repeat on a fixed rhythm.

Corrective

Service agreements with SLA requirements

Uses an SLA policy instead of a recurring schedule, with response and resolution timing per priority. Use it for breakdown and call-out agreements. See the SLA page for how response and resolution timers work in detail.

Yearly orders

A fixed number of visits per year

Generates a set number of work orders each year instead of following a repeating date pattern. Use it when the agreement guarantees a visit count — for example four inspections a year — rather than a fixed monthly or quarterly rhythm.

You choose the contract type when you create the agreement, and can adjust type-specific settings later if the agreement changes.

Comparison

OutSmart vs. Excel and loose agreements for contract management

Excel seems tidy — until you forget a maintenance visit or a customer calls about their SLA.

SituationExcel / loose agreementsOutSmart digital
Automatically schedule maintenance visitsManually, every visit from scratchAutomatically on the agreed interval
Monitor SLA agreements per customerNot possible without custom setupResponse and resolution time set per contract
Contract info visible to engineerEngineer calls the office for every questionShown directly in the app, always current
Automate periodic invoicingManually check every monthAutomatically on the agreed date
View contract history per customerScattered across emails, work orders and ExcelAll visits and invoices in one screen
Integration with accounting packageManually re-enter per invoiceAutomatically to Exact, AFAS or QuickBooks
Alert when contracts are about to expireOnly visible when the customer callsAutomatic notification before expiry date
Per sector

Suitable for every field service industry

OutSmart contract management works for every service company with recurring maintenance appointments and SLA obligations.

Installation & HVACManage annual maintenance contracts, monitor SLA response times and invoice automatically via Exact or AFAS.Learn more →
SecurityPeriodic inspections and maintenance per object, automatically in the planning board — SLA per priority level.Learn more →
Refrigeration & HVACPreventive maintenance contracts per client, automatic work orders per visit and direct invoicing after completion.Learn more →
Doors & Access TechnologyMaintenance contracts per door or barrier system, SLA per priority class and automatic renewal notifications.Learn more →
Construction & MaintenanceRecurring inspection and maintenance assignments per location, automatic work orders and invoices per visit.Learn more →
Facility & CleaningMultiple maintenance rounds per location, contract invoicing per schedule and SLA per service level.Learn more →
What customers say
Field service companies share their experience with OutSmart.
Niels Luijten
“The switch to digital work orders went smoothly. We now work with far more clarity, speed and confidence.”
Niels LuijtenDyzle
Kimberley
“OutSmart gives us a clear system for projects, service and maintenance. Scheduling has become so much simpler.”
KimberleyOostendorp Nederland
Tom Groot
“OutSmart has significantly improved our workflows. Thanks to the AFAS integration, post-calculation and invoicing are perfectly handled.”
Tom GrootVKS Schiedam
Martijn Kooijman
“With OutSmart we work fully digitally: engineers see their jobs directly and we respond faster to urgent calls.”
Martijn KooijmanAaproTect
Frequently asked questions

FAQ about contract management and SLAs

Everything you need to know about digital contract management and SLA monitoring for field service companies.

What is contract management software for field service companies? +

Contract management software for field service companies is a system that lets you manage all service contracts, SLA agreements and periodic maintenance schedules in one overview. In OutSmart you link each contract to a customer, set intervals and SLA terms, and the system automatically handles work orders, scheduling and invoicing.

How does OutSmart automatically create work orders for service contracts? +

You record the contract once in OutSmart with the agreed interval (monthly, quarterly or annually) and the linked engineer. On the agreed date OutSmart automatically creates a work order and places it in the planning board. The engineer sees the job directly in their app — without you having to do anything.

How does OutSmart monitor my SLA agreements? +

Per customer or contract type you set the maximum response time and resolution time. As soon as a breakdown report comes in, OutSmart starts the SLA timer. You see in the dashboard which tickets are at risk of missing the deadline. After resolution, the response and resolution time is recorded — verifiable proof in audits or disputes.

Can I automate periodic contract invoicing in OutSmart? +

Yes. Per contract you set the invoicing interval and rate. OutSmart automatically generates the invoice on the agreed date and sends it to your accounting package — Exact Online, AFAS, QuickBooks or Xero. No more manual checking, no missed invoices.

What is the difference between a service contract and an SLA in OutSmart? +

A service contract in OutSmart governs the periodic maintenance moments: when, who, how often and at what rate. An SLA (Service Level Agreement) is the associated agreement on response and resolution times for breakdowns. In OutSmart you manage both in one screen per customer.

Can I use OutSmart for multi-year service contracts? +

Yes. You set the duration and the automatically repeating interval. OutSmart alerts you before the expiry date that a contract is about to end — so you can renew in time without missing any maintenance or invoicing stopping.

Which industries is contract management in OutSmart suitable for? +

OutSmart contract management is suitable for all field service companies with recurring maintenance appointments: installation and HVAC, security, refrigeration & HVAC, doors & access technology, construction & maintenance and facility services. Any industry with periodic maintenance and SLA obligations benefits from automated contract management.

Can I try OutSmart for free? +

Yes. You always start with a free 14-day trial, no credit card or commitment required. See current pricing on the pricing page.

What are the three contract types in OutSmart, and which one do I use? +

OutSmart supports three contract types: preventive, corrective and yearly orders. Preventive contracts run on a recurring schedule for planned maintenance. Corrective contracts use an SLA policy instead of a schedule, for service agreements based on response and resolution times. Yearly orders generate a fixed number of work orders per year. You choose the type when you create the contract, and each type uses different scheduling rules.

Can I link a contract to a specific installation or piece of equipment instead of just a customer? +

Yes. You can link a contract to an object — the installation or asset the agreement covers — so recurring work stays tied to the right equipment. This keeps service history clear and lets OutSmart generate work orders with the correct installation context, even when one customer has multiple sites or assets.

Can I import my existing contracts in bulk when I switch to OutSmart? +

Yes. OutSmart supports bulk contract import, including contract data, work order template data and recurring schedule data for preventive contracts. This is useful during migration or when you set up many agreements at once. Make sure reference data such as contract terms and customers already exist before you import.

What happens to future maintenance visits when I terminate a contract early? +

Terminating a contract stops future work order generation from the termination date onward. Already generated and completed work orders remain part of the record history. You can record a cancellation reason when you terminate, which helps you report on why contracts end early and spot patterns in churn.

Can I monitor whether a contract stays within its agreed financial scope? +

Yes. Contract budgets let you track the agreed financial scope of an agreement and compare it against the actual work, materials and cost recorded on generated work orders. Review budgets during the contract period and before renewal to support your contract review and pricing decisions.

Can contract-generated work be tied to a wider project instead of standing on its own? +

Yes. You can link a contract to a project when the agreement work belongs inside a wider project flow, for example a multi-phase installation with a maintenance component. This keeps recurring work aligned with project planning, administration and reporting, instead of appearing as an isolated agreement.

3232784

Work orders per year

5172

Customers trust OutSmart

14
+

Years of experience

We constantly had to create work orders manually with pen and paper. By providing a clear digital system with many options, along with an excellent helpdesk that assists with everything, even the smallest questions, Outsmart has helped us.

Thomas Loos, Display4all

We used to lose work orders now and then, which made tracking time a challenge. With the easy digital entry of work orders, it's much simpler for the technician to manage the administration. Having 100% accurate work orders has definitely cut our administrative time in half.

Pascal Hanenbergh, Hanenberg Techniek

 

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