Key Capabilities
Contract Templates
Create reusable contract templates for your most common service agreements. Define standard terms, covered services, pricing tiers, and SLA commitments once, then apply them to new customers in seconds.
- Reusable templates for common agreement types
- Configurable terms, coverage, and pricing tiers
- SLA definitions with response time commitments
- Template versioning to track changes over time
Auto-Renewal Management
Never miss a contract renewal. BOA tracks expiration dates and can automatically renew contracts based on your configured rules, with advance notifications to your team and the customer.
- Automatic renewal based on contract terms
- Advance expiration alerts at configurable intervals
- Renewal notification emails to customers and staff
- Dashboard widget showing upcoming renewals and expirations
Recurring Billing
Automate invoice generation for contract customers. BOA creates invoices on your defined billing schedule — monthly, quarterly, or annually — with the correct amounts and line items every time.
- Configurable billing cycles: monthly, quarterly, annual
- Automatic invoice generation on schedule
- Pro-rated billing for mid-cycle contract changes
- Billing history linked to each contract record
Status Tracking
Track every contract through its lifecycle: Draft, Active, Expiring Soon, Expired, Renewed, and Cancelled. Filter and report on contract status to manage your recurring revenue pipeline.
- Visual status indicators on contract list and detail views
- Lifecycle tracking from draft through renewal or cancellation
- Filterable contract list by status, customer, or date range
- Cancellation reason tracking with audit history
Customer Portal View
Give your customers self-service access to their active contracts through the BOA customer portal. They can view coverage details, review terms, and see upcoming renewal dates without calling your office.
- Customer-facing contract summary in the portal
- Coverage details and included services visible to customers
- Renewal date and billing schedule transparency
- Downloadable contract documents and terms of service
Revenue Recognition
Track contract revenue over the life of the agreement. BOA breaks down annual contract values into monthly recognized revenue, giving you accurate financial visibility for reporting and forecasting.
- Monthly revenue recognition from annual contracts
- Deferred revenue tracking for prepaid agreements
- Contract value reports by customer and time period
- Integration with invoicing for accurate financial records
