Visit entitlements

Optional visit pack on a service agreement. There is no separate menu. Remaining drops only when office Completes a work order marked to count — not when Field closes an appointment.

Counters: Included / Counted / Remaining / Pending. Remaining = max(0, Included − Counted). Pending does not subtract.

Empty Included visits on the agreement means the pack is off, not unlimited. 0 is rejected on create.

Intent vs consume

Mark Count as contract visit (Pending +1). Office Complete with intent and Remaining > 0 → Counted +1. Office Complete with Remaining = 0 still succeeds; pack unchanged (No remaining visits — completion will not count).

Void visit on a counted row returns one to Remaining.

PM generation can stamp visit intent (Will count as a contract visit on completion). Remaining does not drop at generate.

What does not consume

Field Closeout, service report PDF, office Close, PM Draft generation alone, Dispatch assign, recurring agreement billing.

Grain is the work order, not each appointment. Two visits on one job still consume at most once when office Completes with intent.

Finding follow-up work orders inherit the agreement (and visit intent when the pack is on) if coverage still holds. Estimate Convert to work order does not inherit.

What-if

If Closeout did not drop Remaining: expected. Only office Complete with intent consumes.

If Complete succeeded at Remaining = 0: expected. The job still Completes; the pack stays unchanged.

If you expected Activate to add visits: Included is a counter you set, not a calendar.

Related: Service agreements, Preventive maintenance, Work orders.