Service plan
A service plan is a signed agreement for repeat visits on a schedule, at agreed prices, such as a house wash every spring and fall.
- maintenance agreement
- maintenance plan
- recurring service agreement
- membership
A plan names the visits, how often they happen, the price, the start and end, and how to cancel. Each visit is still a real job with a crew and an invoice; what changes is that the customer does not need to be sold again.
Plans give a company recurring revenue, lower sales cost per job and work it can place on days trucks are already nearby. When visits differ (windows in spring, gutters in fall), a rotation lists each visit's own services. See selling service plans.
Example
An invented plan: house wash twice a year at $342 a visit (10% off the one-time price of $380), with priority booking and cancellation any time before a visit is scheduled.
Track it in Birdy
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Related
- FeatureService plansRecurring plans where every visit has its own services, signed by the customer.Read
- Free toolService plan revenue calculatorWork out what your maintenance plans bring in each year, and what they grow to with churn.Read
- GuideSelling service plansHow home service companies build, price and sell service agreements and maintenance plans: what to include, visit rotations, discounts, renewals and the math.Read
- GlossaryRecurring revenueRecurring revenue is income from customers who have agreed to repeat work, such as service plan visits, rather than from one-off jobs won one at a time.Read
- GlossaryRe-service intervalA re-service interval is how long after a job the same service is usually due again, such as a house wash yearly or windows every six months.Read
- GlossaryUpsellAn upsell is selling a customer more than they first asked for, such as adding gutter brightening to a house wash, because the property genuinely needs it.Read