Recurring Maintenance Plan
Stop living job to job. Maintenance plans create predictable monthly revenue that covers your baseline while seasonal work drives growth.
Why Recurring Revenue Changes Everything
One-time service calls create a feast-or-famine cycle. January is slow, July is slammed, and you never know what next month looks like. Recurring maintenance plans flip this: 100 customers on a $30/month plan is $3,000 in guaranteed monthly revenue before you book a single call. That baseline covers rent, insurance, and software while seasonal work covers growth. Contractors with 20%+ recurring revenue are 3x more likely to survive their first 5 years.
Building Your Maintenance Plan
A good maintenance plan is simple for the customer and profitable for you. Structure: annual or biannual visits (spring/fall for HVAC, quarterly for landscape), priority scheduling (maintenance customers jump the queue), a discount on repairs (10-15% off labor), and a fixed monthly or annual price. Price it so the plan covers your visit cost plus 20-30% margin. Example: HVAC tune-up costs you $80 in labor. Charge $199/year for 2 visits. You earn $39 in margin per visit, and the customer gets priority scheduling and a repair discount.
Automated Plan Management
Business Genie handles the operational complexity of recurring plans. Automatic scheduling: visits are pre-scheduled based on the plan cadence. Automatic billing: monthly or annual charges process without manual invoicing. Renewal reminders: customers get notified 30 days before plan expiration with a one-click renewal option. Visit tracking: you see which plan customers are due for their next visit and which are overdue. No spreadsheets, no forgetting, no manual billing.
Selling Plans to Existing Customers
Your best maintenance plan customers are people you have already served. After every service call, present the maintenance plan: "For $199/year, you get two tune-ups, priority scheduling, and 15% off repairs. That tune-up I just did would have been covered." The conversion rate from post-job offer to plan enrollment is 15-25%. On a base of 200 customers, that is 30-50 maintenance plan members generating $6,000-$10,000 in recurring annual revenue.
Frequently Asked Questions
What should I charge for a maintenance plan?
Price your plan so each visit is profitable after covering labor, materials, and overhead. HVAC: $150-$250/year for 2 visits. Plumbing: $120-$200/year for 1-2 inspections. Landscaping: $50-$150/month depending on property size. The plan price should be less than buying the visits individually (giving the customer a reason to subscribe) but more than your cost of delivery (keeping you profitable). A 25-35% gross margin on maintenance plans is the target.
How do I get my first 50 maintenance plan customers?
Start with your existing customer base. Send a batch offer to all customers served in the past 12 months. Offer an enrollment discount (first month free, or 10% off the annual rate). At every service call, present the plan before you leave. Set a 90-day goal of enrolling 5 customers per week. Most contractors reach 50 maintenance plan members within 2-3 months of launching the program.
How does automatic billing work?
When a customer enrolls in a maintenance plan, Business Genie stores their payment method and charges automatically on the billing cycle you set (monthly, quarterly, or annually). Failed payments trigger an automatic retry 3 days later and a notification to you. Customers can update their payment method through a self-service link. You see all plan revenue on your dashboard without sending a single invoice.
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