Service Agreements

Service agreements create recurring tasks with the same title, description and price in Previsto. When a service agreement is created or changed, tasks are automatically created according to the service agreement.

Title and Description

A service agreement requires a description of the task to be performed continuously. You can enter a title and a detailed description of the work to be performed. The title is a short description of the content of the task and will be used in overviews when the customer may be presented with the task via notifications etc. The description, on the other hand, is a detailed explanation of the content of the task, which is necessary knowledge for the person performing the work. Contact information

Contact information

A contact must always be specified on a service agreement. When you create a service agreement, you can search for the customer the service agreement should apply to. The address will automatically reflect the contact's address.

If you need the service agreement to have a different delivery address than the customer's own address (and the tasks must therefore be carried out at a different address), you can select that and specify the delivery address. Delivery address


Previsto supports very detailed rules for scheduling service appointments. Among other things, you can specify:

  • Date for the start of the service appointment
  • How often the service agreement should be repeated (e.g. every first Monday of the month)
  • When the service agreement should end
  • Whether tasks should be scheduled flexibly (so the system can optimize scheduling better)
  • Which employees can perform the tasks
  • Whether the service agreement has subtasks