Keep the next visit from getting missed.
Plan regular service and regular billing. Set how often each happens, even when the dates are different.
Two schedules on one plan
Visit quarterly. Bill monthly. Neither needs you on Sunday.
The service schedule
Upcoming visits land on dispatch ahead of their due date, and the next date moves forward when a visit is finished.
The billing schedule
Bills go out on their own schedule and charge the saved card when autopay is on. You choose when the first charge happens.
- Set how often you visit and how often you bill independently.
- Bring due visits into dispatch ahead of time and advance the service date after completion.
- Choose a first-charge timing that fits the plan.
Seasonal work
A mosquito plan that only runs in season.
Pick the months a plan is active. Outside them, the next visit rolls forward to the first allowed month.
- April
- May
- June
- July
- August
- September
Without cancelling
Small changes that keep the customer on the plan.
Same technician
Keep a preferred tech on the plan so the same person shows up.
Skip one visit
Move to the next cycle without deleting anything.
Pause or resume
Put a plan on hold and pick it back up later.
Failed card retries
Declined payments are retried, and the customer gets a link to update the card.
Real screens
Open a recurring plan.
Tap the highlighted spot, or use Next.Step 1 of 2
Customers can check it themselves
The plan, visible in the customer portal.
- Remind customers about unpaid plan invoices on the days you choose, and put a plan on hold until it is paid; it starts again on its own after payment.
Part of Billing & Payments
Repeat visits and repeat billing, one plan.
Plans feed dispatch with visits and billing with invoices, on separate schedules.
Comes in from
Accepted quotes
An accepted quote becomes an invoice with the same items.
Comes in from
Finished visits
Charges added on site carry into billing.
What happens here
Repeat Service Plans
- 1Separate service & billing schedules
- 2Seasonal visits & technician choices
- 3Plan care & payment follow-up
Same customer, same job, same record.