Your best customers would pay you monthly. Nobody offered them the plan.
Maintenance plans turn one-off jobs into members: the tune-ups promised, scheduled, and reminded; renewals flagged before they lapse; and a list of members still owed visits they already paid for, so none of them quietly cancels. Billing runs on your own payment account. We never touch the money.
Build my planA free 30-minute call. Bring your repeat-customer count; the plan design starts from who already comes back.
Not ready to talk? Take the free two-minute readiness check
A membership base that runs itself: enrolled, visited, reminded, renewed, with the owed-visit churn list surfaced weekly.
A billing company. Charges run on your own payment processor; the engine writes the worklist and never touches a card.
Renewals roll forward. Owed visits get caught.
A scripted example running the engine’s own arithmetic: the renewal math, the worklist, and the churn list it exists for.
Worklist written for YOUR payment processor: Hana renews at your plan price, reminder queued, and Omar’s owed visit is on Thursday’s schedule before it becomes a cancellation.
Members do not shop around. The churn list is how they stay members.
Membership programs die quietly. Here is the actual cause.
People rarely cancel plans that feel real. They cancel plans they never felt: the tune-up that was promised and never scheduled. So the engine’s first job is not billing, it is the owed-visit list.
The money rules
- Charges run on your own payment processor, in your own account. We never hold, route, or touch a dollar, and the engine behind this page is built unable to.
- Plan prices are yours: your product, your number, set with you in the design session.
- A lapsed card gets a polite worklist entry, never a barrage.
The delivery rules
- Every promised visit is tracked; the owed list leads your weekly note.
- Renewals surface 21 days out, so nothing lapses by surprise on either side.
- Members book through the same booking agent machinery, with priority your plan promises.
What you get, and who it fits.
Included
- Plan design: what to promise, what to charge, what it costs you to deliver.
- The pitch built into your existing touchpoints: invoices, thank-yous, the truck.
- Enrollment, visit tracking, renewal rolls, reminder drafts.
- The monthly note: members, plan revenue, renewals due, visits owed.
A strong fit if
- Your work recurs by nature: HVAC, plumbing, lawns, pools, pests, chimneys, gutters.
- The same faces come back yearly anyway, unbilled between visits.
- Winter is quiet and a membership base would smooth it.
Count who already comes back.
A free 30-minute call: we count your repeat customers, sketch the plan they would actually buy, and price running the whole membership base for you.
Not sure your shop is ready for any of this? The free two-minute readiness check answers that first.
Or write to hello@clariqadvisory.com