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.