Maintenance plans that rebook themselves.
Turn one-time jobs into recurring revenue with scheduled maintenance, automated reminders, and renewals that need no chasing.
Set the recurring plan once
Attach a recurring schedule to a client — monthly, seasonal, or custom — and recurring visits appear on your calendar automatically.
Reminders go out automatically
Clients hear about their upcoming visit before it happens — and you never have to remember to send the note.
Renewals collect themselves
Invoices for the next cycle are generated and paid online, with payment reminders running on schedule.
Questions about this workflow
What kinds of plans can I build?
Any repeating cadence — from weekly cleans to seasonal HVAC tune-ups to annual inspections.
What happens when a client misses a visit?
Your automation rules handle the follow-up so you get notified and the client gets a gentle nudge.
Can clients self-serve plan changes?
Yes — the client portal supports booking and changes within the rules you configure.