Sell and document the recurring plan
Recurring service
Grow recurring revenue without losing control of service delivery
Manage service cadence, billing cadence, cards on file, failed payments, skipped visits, seasonal months, preferred technicians, and customer visibility as one lifecycle.
How the connected workflow works
Collect the correct first payment or defer it by policy
Materialize each visit into dispatch at the right time
Keep the preferred technician when available
Invoice on schedule or after service and recover failed payments
Recurring Service Plans
Manage pest and service subscriptions as real jobs with independent service and billing cadences, customer payment methods, and lifecycle controls.
Invoicing & Payments
Create invoices, collect cards or ACH, manage plans and subscriptions, automate follow-up, and reconcile payment activity.
Scheduling & Calendar
Schedule promised appointments, flexible work, recurring visits, access windows, and technician availability without forcing every job into the same model.
Customer Portal
Give customers a branded place for appointments, payments, plans, documents, warranties, referrals, and service history.
Customer Operations Autopilot
Continuously detect service and revenue risks, create a deduplicated work queue, run approved playbooks, verify outcomes, and escalate only when needed.
Customer Insights
Track journey stage, health, lifetime value, satisfaction, retention risk, and needs-attention signals.
What does “Grow recurring revenue without losing control of service delivery” mean in WildPipe?
Manage service cadence, billing cadence, cards on file, failed payments, skipped visits, seasonal months, preferred technicians, and customer visibility as one lifecycle.
Does this require separate integrations?
The core workflow is native to WildPipe. Optional integrations can extend accounting, payments, and partner systems without becoming the source of truth for the customer lifecycle.
Can office and field teams use the same workflow?
Yes. Role-specific office and field experiences use the same customers, jobs, tasks, communications, and financial records.
Map this workflow to your operation
See the exact customer, office, field, and financial steps in a tailored WildPipe demonstration.