Recurring maintenance is where most trade contractors leak revenue — visits get forgotten, the wrong tech shows up, and there's no proof the work was done. SodaDesk turns service agreements into visits that generate themselves, assign automatically, and leave a complete job-proof record every time.
The Business Case
Contractors lose an estimated 20–30% of maintenance-agreement revenue to missed or undocumented visits. Automating generation and proof closes that gap.
Where Most Trade Contractors Get Stuck
- Maintenance visits are tracked in a spreadsheet, so some quietly slip through the cracks.
- When a visit does happen, there's no photo or checklist proof it was actually completed.
- The wrong tech gets sent, or nobody gets assigned until the client calls to complain.
- Renewals are awkward because you can't show the client everything you did last term.
How SodaDesk Solves It
Visits generate themselves
Active contracts auto-create the next visit 14 days out — on create, on startup, and on a daily schedule. Nothing relies on someone remembering.
Auto-assignment
The contract's default tech is assigned automatically and the visit appears on their field app; unassigned visits surface in the owner's alert bell.
Locked checklist per contract
Each contract owns its checklist, so every visit captures the same proof — consistency is the entire point of a maintenance plan.
Proof on every visit
Photos, readings, time on site, GPS check-in, and signature are captured per visit, building a renewal-ready history.
How It Works
Owner schedules the job
Create a one-time or recurring service job and assign a tech — the right checklist is attached automatically.
Tech checks in on site
Check-in captures the time and, when location is allowed, a GPS-verified arrival — never blocking, even if permission is denied.
Checklist + photo proof
The tech works the checklist on mobile: numbers, notes, and required photos. Mark Complete stays locked until every required item is done.
Proof is captured automatically
Photos, readings, time on site, GPS, and the customer signature are compiled into a job-proof record the owner can send to the customer.
Frequently Asked Questions
How do recurring service visits get created?
When a contract is active and the next due date is within 14 days, SodaDesk generates the visit job automatically — on contract creation, on API startup, and via a daily run. It's idempotent, so you never get duplicates.
Can I lock a checklist to a contract?
Yes. The checklist template is set once on the contract and every generated visit uses it, so the proof captured is identical visit to visit.
What happens if no tech is assigned?
The visit is created as pending assignment and shows up in the owner's alert bell so it gets picked up before the client notices.
Does this replace my scheduling tool?
SodaDesk focuses on recurring service, accountability, and job proof — not dispatch or quoting. It runs the maintenance side that scheduling tools handle poorly.