Every agreement is in one of three trays. You only know about two.
The deal, up front: your maintenance agreements sort into billing correctly, quietly stopped, and recovered. Nobody's system shows the middle tray, because a lapse is not an event, it is an absence: the visit that went uninvoiced, the renewal that never fired, the escalator that never got applied. We read the whole book against billing and move money from the middle tray to the right one.
For service managers and controllers with a maintenance book: HVAC agreements, fire protection contracts, elevator service, backflow programs. The book looks fine from above. The trays say otherwise.
Billing correctly 212
Acme Foods, HVAC PM
Four visits contracted, four invoiced, renewal on calendar. Nothing to do.
cleanHarbor Clinic, fire inspection
Quarterly inspections invoicing on schedule, escalator applied in January.
cleanQuietly stopped 31
Westside Plaza, HVAC PM
Visits 3 and 4 completed per the tech logs, neither invoiced. Agreement still active.
2 visits unbilledDelta Mfg, compressor plan
Renewal date passed 5 months ago. Service continued, billing did not.
renewal lapsedRecovered $18,400
This quarter, running total
Unbilled visits invoiced, lapsed renewals re-signed, escalators applied with contract lines attached.
demonstration figureDemonstration data. Accounts, counts and the recovered total are illustrative.
How the middle tray empties
One rule does the work: an agreement is not clean until every contracted deliverable has a matching invoice.
The book gets read once
Contracts, tech logs and invoices for the whole agreement book, matched line by line. Any format your office already produces.
Every lapse gets a document
An unbilled visit becomes a drafted invoice. A lapsed renewal becomes a renewal letter with the old terms and the escalator. You approve each one.
The trays stay current
Monthly re-read after the first pass. New lapses surface within thirty days instead of at the year-end write-off meeting.
Price, per the locked decisions
Pricing per the roll-out plan's locked table. Lapsed rides the Unbilled pipeline: every Unbilled Pro account is a warm cross-sell.