Money

Service Agreements

Recurring revenue that bills itself.

Set up maintenance agreements with a billing cadence and Hatua does the rest: invoices generate on schedule and the customer's card on file is charged automatically. Predictable revenue without a single reminder email.

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What you get

Recurring agreements with monthly, quarterly, or annual cadence
Invoices generated automatically on schedule
Cards on file charged without anyone lifting a finger
Each agreement tied to the client and their service history
Failed charges surfaced so nothing slips silently

01

Turn one-off jobs into contracts

Quarterly HVAC tune-ups, annual fire inspections, monthly generator checks — define the agreement once with its price and cadence, attach it to the client, and the renewal machine starts turning.

  • Flexible billing cadence per agreement
  • Standard line items from your price book
  • Active, paused, and ended states you control

02

Auto-billing, genuinely automatic

When a billing date arrives, Hatua generates the invoice and charges the customer's saved card through Stripe. The customer gets a receipt; you get revenue that arrived while you were on a roof.

  • Invoice generation and payment in one automated pass
  • Built on saved cards from the customer portal
  • Every charge recorded against the agreement's history

03

Visibility before anything goes wrong

See every agreement's next billing date at a glance. If a card declines, the invoice stays open and flagged instead of vanishing — so a failed charge becomes a phone call, not a write-off discovered at year end.

  • Upcoming billing dates across all agreements
  • Declined charges leave an open, visible invoice
  • Per-client agreement history for renewals and upsells

See service agreements in action

Set up your team in minutes and try it on your real jobs — free, no credit card required.