Define the agreement
Keep the customer, covered service, description, price and internal notes in one record.
Keep recurring commitments visible
Track the service, value and next dates behind each customer agreement.
Serberus records the customer, service, billing cycle, agreement dates, next billing and service dates, status and internal context. Invoice generation is a deliberate manual action, while recurring-job automation remains a separate workflow.
Owner controlRules and results stay visible✓
01Customer, service, description and internal notes02Monthly, quarterly and annual cycles03Start, end, next billing and next service dates04Active, paused, cancelled and expired states
What is already in the product
The details that make the workflow useful in real operations.
Choose the cycle
Record monthly, quarterly or annual agreement timing.
Track the useful dates
Start, end, next billing and next service dates keep future obligations visible to the office.
Reflect the real status
Mark an agreement active, paused, cancelled or expired as the customer relationship changes.
Generate an invoice deliberately
An authorized user can manually create the agreement invoice when the billing date and details have been reviewed.
Keep service recurrence separate
Recurring job creation can be configured independently so agreement records do not imply automatic renewal or billing.
How the handoff works
Your rules define the guardrails. Serberus carries the routine work.
Every major workflow answers the same five questions: what starts it, which rules apply, what Serberus completes, when it asks, and where the result remains visible.
Trigger
The office creates or updates an agreement for a customer's ongoing service.
Rules
You set the service, price, cycle, dates, status and internal notes.
Serberus does
Serberus keeps the agreement and its next billing and service dates visible.
When it asks
It asks an authorized user to generate an invoice or change the agreement status manually.
Where you see it
See the current commitment in the agreement record and any invoice or recurring job created separately.
From office to field
The context travels with the work.
The same request, schedule, customer details, photos, notes, status, and next action stay available as work moves from the office to the site.
Real product screen
Built into Serberus, not staged for the website.
This image comes from the current Serberus application. Interface details may evolve, but the workflow shown here is part of the product surface audited for this site.
Serberus
Put the handoffs somewhere dependable.
Serberus does the heavy lifting, brings the exceptions back to you, and keeps the result visible.