Price it once, see them every season.
Your price book holds labor, parts and flat-rate services, ready to add to an estimate. Maintenance plans, like an oil-change club with four visits a year, add each visit to your jobs two weeks ahead and bill on the schedule you pick.
Repeat customers shouldn't need remembering.
Every writer prices the same job differently.
One price book for every estimate.
Oil-change customers drift to the quick-lube.
Each visit becomes a job 14 days before it's due.
Club billing is a spreadsheet.
Plans bill yearly, monthly or per visit.
Labor, parts and flat rates
Add items once with their price, then pick them from “Add from price book” on an estimate, or find them by name in the invoice editor.
- Flat-rate services like an oil change or a brake pad replacement.
- Labor and parts with your own prices.
- The same numbers on every estimate.
Visits that schedule themselves
A plan has a name, 1 to 12 visits a year, the kind of visit and a price. Enroll a customer from their jobs page.
- Each visit added as a job 14 days before it's due, ready to schedule.
- Billed yearly, monthly or per visit; plan invoices are texted automatically if you turn that on, or wait as drafts.
- Pause, resume or cancel, with monthly recurring revenue at the top.
How a plan runs through the year
Set up
Name the plan, its visits a year, the visit type and the price.
Enroll
Add a customer to the plan from their jobs page.
Visit
Two weeks before each visit is due, it appears as a job to schedule.
Bill
The plan invoice goes out yearly or monthly, or the price lands on each visit's invoice.
Frequently asked
Does the price book track parts inventory?
No. It holds prices for labor, parts and services; stock levels and costs aren't tracked, and there's no parts ordering.
Does it include a labor guide?
No. There's no MOTOR, ALLDATA or other labor-time data. You set your own prices and flat rates.
Which plan do I need?
Any of them. The price book and maintenance plans, including using them on estimates and invoices and billing plan visits, are on every plan.
How do customers pay plan invoices?
From the invoice link by card through your own Stripe account, or PayPal, once you've connected one.