A maintenance plan turns a finished job into repeat work. Reminders tell you when each round is due, so you book it before the customer has to ask.
Plans
Plans lists the maintenance plans you sell.
- Offer a plan from Finish aftercare, or email the customer the offer.
- Each plan has a price, how often, and what is covered.
- A plan can be paused. It never goes past due while paused.
- Cancel the plan if the customer ends it. Visits and history stay on the record.
Reminders
A maintenance reminder is a round that comes due again and again.
- Pick the customer, the job, the cadence and the next due date.
- Due soon, Past due and Paused show as separate groups.
- Check in sends one reminder to the customer before the promise lapses. The sweep never double-sends.
- Mark Done, or book the visit. The next date moves on by itself.
Visits
Visits shows the rounds that are due and booked. Book the visit and it lands in the Service lane on the schedule.
Who can do what
Plans are offered by someone with money access. Others see them and leave them for that person.
Pro tip: Offer the plan on finish day while the customer is happiest.