Service plan software where every visit has its own services

It is a recurring agreement where visit 1 is not the same as visit 2. Most exterior and maintenance companies sell plans like this, and most software can only repeat the same job, so owners end up keeping the real rotation on paper. Birdy stores the rotation itself.

The plan shows the yearly value across the whole rotation (here $1,780 a year) and a preview of the coming dates before you save. Read our guide to selling service plans, or estimate what a book of plans is worth with the service plan revenue calculator.

Every hour, Birdy adds the coming visits to the dispatch tray as real jobs, four weeks ahead by default (you can set 1 to 26 weeks). The office drops each one on a truck, or sends the customer a link to pick their day.

• Visits wait under "Plan visits due" with a Plan badge and their due date.
• The schedule dialog opens on the due date with the plan's preferred crew, weekday and time filled in.
• Plan visits count toward each truck's hours, so you see a full week coming before it is full.
• If visits were missed while a plan was paused, "Add them" catches them up.

Visits never land on a truck by themselves. That is on purpose: the office decides the day, with the dispatch board showing what else is nearby.

Yes. Edit the services, price, frequency, crew or end date on the live plan. Visits still waiting untouched in the tray are rebuilt with the new details. Visits already on the board, done, or edited by hand keep what they have, and the plan's history stays in one place.

• Pause with an optional date it starts again on its own.
• Skip a visit so it won't be added again, with Undo.
• Cancel with a reason, so you can see later why plans end.

Two ways. Mark a quote option as repeating ("$320 per visit, every 3 months"), and approving the quote starts the plan. Or build the plan and tap Send plan to sign, by email, by copied link, or on your own screen.

The customer's page lists every visit with its services and price, the yearly figure, when it starts, and your cancellation terms. The default terms say they can cancel any time before the next visit and only pay for visits done. They type their name, draw a signature and tap Sign up, and the rep and office get an email. If you want, visits can wait until the customer has signed.

Give a service a "comes due again" interval on the price list (3 to 36 months). The Due for service list then shows every customer whose last house wash, roof clean or window clean was long enough ago, grouped as overdue, this month and next month.

Each row has Create quote from last time, which copies what they had at today's prices, plus Add to pipeline, Not now and Not interested. Customers already on a plan that covers the service, or with the work already booked, are left out, so nobody gets a quote for work they've already got.