Maintenance-plan renewals
Keep the steady income your plans were meant to bring in. Plans renew before they lapse, and members get their next visit booked without anyone ringing round.
Hours back
3
hours a week back, typically
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
Plans due in the next 60 days pulled weekly
Each one comes with the plan level, the visits used this year and the renewal price.
- 02
A renewal note 30 days out
It reminds the customer what the plan covered this year and lets them renew in one tap.
- 03
Payment taken
The card on file is only charged where the customer agreed to auto-renew. Everyone else pays through a link.
- 04
The next visit offered
Renewed members pick a service slot in the right season by text.
- 05
One win-back note for lapsed plans
After that, lapsed members are listed for the office to ring if you want to.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
Price changes and cancellation requests go to a person. A card is only charged where the customer signed up for auto-renew.
What it's worth
What those hours add up to.
3 hours a week, over 46 working weeks, is 138 hours a year. At $50 an hour, that’s
$6,900
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
Renewals live in a spreadsheet or a report nobody runs. Plans lapse quietly, members miss their annual service, and the steady income the plans were meant to bring in slowly drains away.
What we build
- Plans due in the next 60 days pulled weekly
- A renewal note 30 days out
- Payment taken
- The next visit offered
- One win-back note for lapsed plans
A month in
Fewer plans lapse in silence, because every member hears from you 30 days out. Service visits spread across the season instead of piling into the same two weeks.
Why plan members are worth the effort
Members ring you first when something breaks, and their service visits fill the quiet weeks. Every plan that lapses through silence is a customer who'll search for someone else next time.
FAQ
We track maintenance plans in a spreadsheet. Does that work?
Yes, a spreadsheet is fine. Plan renewals can run straight from it, or we move the plan list into your job software as part of the build.
Can it handle different plan levels?
Yes. Each plan level gets its own renewal note, showing what that member used this year and the renewal price.
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Thirty minutes on maintenance-plan renewals. We build its elf with you, live, and you keep it.