Recurring work
The visit in six months, remembered without you.
Quarterly service, seasonal tune-ups, a gutter clean twice a year. The value is that the system remembers when nobody is thinking about it.
It books the next visit, by itself
On the schedule you set — monthly, quarterly, twice a year — appearing on the calendar like any other job, assigned to whoever the agreement says.
Once per cycle, whatever happens
A cycle is keyed to the date it was due rather than the date it ran, so a late or hand-run schedule produces the same single visit. Nothing double-books because something ran twice.
The last day of the month stays the last day
An agreement starting on 31 January gives 28 February, 31 March, 30 April. Stepping one month at a time from the previous date would quietly turn “the last day of the month” into “the 28th” forever.
A signed plan can hold a card
Where the arrangement was signed as a contract, the card is retained at signature and the visit becomes billable when it is completed — collected by somebody in the office, from a queue of work that is ready to bill.
Pausing is a real state
Pause an agreement and nothing is generated. Resuming asks for a future date, so coming back does not silently book a day that has already been and gone.
The decision behind it
Generating a visit never charges anybody
An agreement with an amount on it raises a **draft** invoice that a person still has to send. Marking a visit complete does not take money either — the field tech’s tap closes the job, and somebody in the office collects.
The reason is the same one that keeps automated follow-up in a review queue: an overnight job has nobody to confirm an amount with, and a customer’s first awareness of a charge must never be their bank alert. It costs a step. It is the step that keeps a maintenance plan from becoming a chargeback.
What this does not do
- No automatic charging on completion. Collecting is always a person’s decision.
- No catching up on a backlog. Eight missed months produce eight nights of one visit, not one night of eight.
- No customer-facing plan portal. The agreement lives with you, and the customer has the document they signed.
Questions
What if I forget to run something?
There is nothing to run. It happens nightly, and because a cycle is keyed to the date it was due, an interruption does not shift the schedule or produce a duplicate when it comes back.
Can an agreement end on its own?
Yes — after a set number of visits or on an end date, at which point it reports itself as finished rather than sitting there showing you a next date it will never act on.
Does the customer have to sign anything?
Only if you want them to. An agreement can be set up by hand for a handshake arrangement, or it can come out of a signed contract — and only the signed kind can ever charge a card.
The rest of it
Quoting
One measurement, priced three ways.
Contracts and e-signature
Signed from the driveway, and frozen the moment it is.
Follow-up
The quote that went quiet, chased before you remember it.
Scheduling
Book it, move it, and tell the customer.
The field app
For the person standing in the crawlspace.
Switching CRMs
Bring five years of customers in from a spreadsheet.
Job costing
What the job actually made, not what you guessed it would.
AI access
Ask it what is owed. Watch what it is allowed to touch.
Or start from your trade
See it against one real job
Fourteen days, no card. Put a job you already know through it and judge it on that.