Recurring revenue, treated like revenue.

A guide that asks one thing at a time

The page opens on your memberships — which are for sale, what each costs per size, who is on them, and one line saying what needs a hand. Setting one up is a guided walk of seven short screens, cards with arrows across the top: what you sell, what a visit is, how often you come, how you price, your memberships, their prices, go live. Each screen asks one question in plain words, offers cards to tap before anything to type, fills in what it can from your trade, and shows the plan cards your customer will see building on the right.

Prices are one number per box — the lead figure — with suggested prices already grayed in and every other cycle you offer worked out for you. For work you count rather than measure, it is one rate per panel, per window, per whatever you count: a 17-panel home gets a price for exactly 17 panels.

Nothing is shown to a customer until you press Start selling. You are selling in an evening.

Every line on a plan card is yours. Keep the automatic ones — your own names for your visits, your touch-up promise, the benefits you choose to show — or press Write my own and say it the way you sell it. The card at the door, your booking page and your website all print the same lines.

Bill on the rhythm you visit

Monthly, every two months, quarterly, every four, every six, or yearly — and if you would rather not think about it, you do not have to. Check Bill on this rhythm on a schedule and billing simply follows the visits: a plan you service every four months bills every four months, starting with the first visit. There is no billing cycle to pick.

The visits can keep a set day too: every three months on the 3rd Tuesday, or monthly on the last Friday. Customers who would rather spread the cost monthly still can, if you price it that way.

Or bill after each visit

Some members should be billed when the work is done, not on a date. Switch on Bill after each visit and that plan has no billing day at all: each plan visit is invoiced the moment it is marked done. With a card on file the invoice's one button is Charge card on file; without one it is Send invoice. The plan itself carries on — nothing is ended and re-sold to change how it bills.

On demand: a flat price and a Book button

Not every plan is a year of dated visits. An on-demand plan is a flat price and a button on the member's own page: they book a visit when they want one, and it lands in your waiting tray to be placed within the days you promise. You set how long between bookings, so "whenever you like" stays a plan you can afford to sell.

A set day for each customer

The schedule says every three months; one customer says Wednesdays. Give one customer their own visit day — the 2nd Wednesday of the month — and their future visits move to it. Everyone else stays on the schedule, and no one's bill changes.

Move a plan's visits

A customer signs up in September and wants their first visit in October. Pick the month the next visit should land in and every visit still waiting moves with it, so the rhythm holds. Nothing is booked, nothing is sent, and a visit already on the calendar stays where it is.

Pause, and resume

A customer going away for the winter does not have to be canceled and re-sold in spring. Pause the plan, and the billing and the visits stop together. Resume it and they pick up where they were.

Extras, sold with the plan

Screens, hard-water treatment, tracks — offer them right when you sign someone up. Pick how many and which visits they come on, and the plan price updates as you go. One price on the agreement, no surprise charges later. You make add-ons on the memberships page, in a minute, no digging through the price book.

Add-ons the customer approves

Your technician spots something extra on a visit. It goes to the customer as a line they approve on their own page, and it lands on that visit's bill — not as an awkward conversation on the driveway.

Members who pay by check

Not everyone wants a card on file, and it is usually the customers you least want to lose. A check-paying member is a first-class plan with an invoice each period, not a workaround. A late check does not hold up the next bill: send it anyway, and the unpaid one stays on their account until it is paid. When they are ready for a card, one message sends them a link to add it.

Moving your plans in

Coming from another system? Your maintenance plans import from a file — price, cadence, next visit and first bill for each — previewed before anything is built, and each member's visits land in the waiting tray. Then one message asks every moved member for a card on file and shows them their new portal.

Private plans

The big house that does not fit any of your standard tiers gets its own plan, priced for them. It is not on your public price list and never was. Not sure which they will want? Put up to three plans on one link, each priced, and the customer chooses the one that suits them.

Save it as a draft while you work it out — only your office sees it. When it is ready, put it on their portal, where it waits as "Review your plan and add your card", or send them the link by text or email. Showing it never messages them, and anything you send is on their portal too.

The plan they review also lists the extras they can ask for later, each with its price. An extra for this one customer? Type its name and price as you send the plan, no price book entry needed. It shows on their own page too, so the price is never a surprise. Two houses? Each house's plan waits on its own link, and sending one never switches off the other.

A plan on each house

A customer with a home and a rental is one customer with two plans. Each plan sits on its own house, with its own price, its own billing day, its own card, its own invoice and its own visits. End the rental's plan and the home's calendar does not move. Your crew sees which house a visit is for before they pull up.

One saved card can pay for every house's plan. Your office attaches it with the customer's OK, and the app writes down who said yes, when, and for which house. Or the customer picks it themselves when they approve the new plan. Nobody types the same card twice.

A proper agreement

What they signed up for, what it covers, what it costs and what is excluded — as a PDF in your name and theirs, ready to send or print.

One screen, one send

A member's file is one scroll, in the order you ask: what needs doing (one yellow button, and it goes away when nothing is due), their card, their billing on one line, and their plan's year of visits with one Change door for everything about the visits — then their page, history, pause and end.

The rare things — a dollar amount off the first bill, a correction, the billing day — sit behind one quiet More row, out of the way until you want them. Under their page sit the four ways to reach them — Text it, Email it, Copy link, a QR — and one sheet sends it, in your words, editable. While a card is wanted, their page opens on adding it; the card is charged on their billing day and never before it.

Every invoice, where you would look

A member's Invoices tab lists every bill — the plan's periods and any one-off work — with what is still owed. An open invoice carries its own button: Charge card on file when there is a card, Send invoice when there is not. And the next period can go out while the last is still unpaid; the old one simply stays owed.

The whole book at a glance

Your Memberships page opens on a ring: every member colored green, yellow or red — healthy, needs attention, money stuck — with a month, a year and what is stuck in dollars under it.

Then the twelve-month revenue line, and the billing calendar: a dot on every day money lands, and a tap on a day shows who bills that day, how (card or invoice) and the day's total — what happened, for a day that has passed. Under it, what needs you with one yellow button per row, where the revenue comes from by plan, money stuck and health as quiet rows, and every member with their next visit, next charge and card on file.

Open any one member and their billing is a single line: what they pay, the bills already paid in green, the next one in yellow, and the dates after it.

Change the plan, keep the history

Move a private plan to another plan on your shelf and the visits still to come take the new order, fitted around the ones already done. Swap a visit with the next one, or flip the order for the rest of the year. The price, the invoices and the visits already done stay exactly as they were, and nothing is sent to the customer.

One more thing, on the day

On a plan visit, add whatever they ask for on the doorstep — any service in your price book, or one you type in. It goes on that visit's own invoice, and you take payment right there or bill it later. The plan's own billing is never touched.

Their own page

Members see their plan, their visits, their invoices and their next renewal without calling you — and they can add or change their card any time from their account page, charged on their billing day. Their billing is one line on that page: what they pay, the bills already paid, the next one and the dates after it.

Two houses? One page, a tab for each, and each house keeps its own plan, card and invoices. No password to forget: a private link that reaches their account and nothing else, and whatever is next for them is the page's own button.