Recurring maintenance plans for contractors
A recurring maintenance plan sells a customer a set number of visits a year for a fixed price, paid monthly or yearly. This program covers how to put one together. The visits themselves are scheduled, routed and invoiced in Business Genie like any other job.
Two-season tune-up plan
For Maya & Ryan, 632 W Medina Ave · 2 visits a year, paid monthly or yearly
- SpringCooling tune-up
- FallHeating tune-up
Each visit: filter changed, coils cleaned, refrigerant and electrical checked, thermostat tested.
- Priority scheduling
- 10% off repairs
A member saves $69 a year on the visits.
At the end of the job
AC repair · Mar 3 · offered by Marco, joined the same day
Building the plan
A maintenance plan is built in five steps: decide what each visit covers and how many visits a year the plan includes, add what members get, price it from what a visit costs you plus your margin, offer it to customers after the job, and schedule and route the visits like any other job.
- 1
Decide what a visit covers
Write down what happens on each visit and how many visits a year the plan includes — a spring and a fall tune-up for HVAC, for example.
- 2
Add what members get
Plans often add something beyond the visits, such as priority scheduling or a discount on repairs.
- 3
Price it from your costs
Start from what a visit costs you in labor, materials and drive time, then add your margin. The plan should cost the customer less than buying the visits one by one, and more than they cost you to deliver.
$$Plan price · drag the stop
$189a year · $15.75 a month
2 visits a year
Inside the band: the plan pays for its visits, and a member pays less than buying them one by one.
Grey dashes: what the plan’s 2 visits cost you. Ring: what they cost the customer bought one by one. Tinted: the band the price belongs in. Sample figures — put in your own.
To find what a visit costs you, use the job cost calculator, and the profit margin calculator for what you keep. Once the plan is running, job costing in Business Genie shows what each visit actually cost.
- 4
Offer it after the job
The easiest customers to sign up are the ones you have just served.
- 5
Schedule and route the visits
Plan visits go on the schedule like any job, and route optimization puts each day in drive order.
3Maya & Ryan’s spring tune-up · the sample plan, stop 3
The app’s route screen, with sample stops. Stop 3, Maya & Ryan, is the spring tune-up on the sample plan above.
Plan visits in Business Genie
Business Genie is field service management software for contractors, built around route optimization — schedule and route your crews, then invoice and get paid, on the web and in the iOS and Android app. In it, a plan visit is a job like any other. It goes on the schedule and out to a tech, route optimization puts the day in drive order, the invoice goes out when the visit is done, and the follow-up and review request go out after it.
- Scheduling and dispatch
- Each plan visit goes on the schedule and to a tech, like any job.
- Route optimization
- Orders each tech’s day automatically, keeps time windows and job durations, splits the day’s jobs across techs and re-routes when a job is added. On every plan.
- Invoicing and payments
- The invoice goes out from the job; customers pay by card, Apple Pay, PayPal, Venmo or Cash App.
- Job costing
- What each visit really cost you — the number a plan’s price rests on.
- Follow-ups and review requests
- Sent automatically after the job.
Tools and guides
Run your plan’s visits in Business Genie, free for a month. No credit card to start, and the team sets your account up for free.
Plans from $50 a month, with route optimization on every plan — on the web and in the iOS and Android app.