Contract numbering and references¶
Pro and Enterprise feature
Service agreements are available on the Pro and Enterprise plans. On Pro, an agreement covers a customer or one of their sites, with labor-only or inspection-only coverage, and its fee can be billed. Agreements tied to individual equipment and coverage that includes parts need the Enterprise plan, because they build on asset management and inventory. Compare plans to find the right fit for your business.
Every service agreement gets a number, and it is issued for you. There are two number fields on the form and they answer different questions, so it is worth knowing which is which.
Contract number — issued by FSM Navigator¶
Contract number is read-only. It is issued when you save the agreement, in the form CTR-1, CTR-2 and so on, counting up within your own company.
It never changes, and it is never reused
Once an agreement has its number, that number is fixed — editing the agreement does not move it. Numbers are not reused, so a deleted agreement does not free its number up for the next one. That is what makes the number safe to quote in an email or write on a paper file.
Numbering is per company. Your CTR-1 is yours; no other business on FSM Navigator shares your sequence.
A renewal is a new agreement, so it gets a new number
Renewing does not extend the old agreement, it creates the next one — and that new agreement is issued its own number, with a link back to the one it replaced. Two numbers, one continuous relationship. See Renewing a service agreement.
Your reference — whatever the customer calls it¶
Your reference is free text, up to 100 characters, and it is yours to use. It is where the customer's own agreement number, their purchase order number, or your pre-FSM filing reference goes.
This field exists because the customer does not know or care what CTR-47 means. When they ring up quoting "agreement HVAC-2026-11", this is the field that lets you find it.
Which one to quote¶
| Situation | Use |
|---|---|
| Referring to the agreement internally, or in a support conversation with us | Contract number |
| Anything the customer will read, or matching their paperwork | Your reference |
Related guides¶
- Creating a service agreement — where both fields live
- Renewing a service agreement — why a renewal gets a new number
- Contract documents — attaching the signed agreement itself