Most trade businesses are busy when the weather is bad and quiet when it is nice. A maintenance plan smooths that out and gives you a list of people who call you first.
Key takeaways
- A plan is two or more scheduled visits and a reason to call you first.
- Offer it on the invoice, right after a repair it would have prevented.
- Bill it on a card on file so nobody has to remember.
What goes in a plan
Keep it simple: the visits you would recommend anyway, on a schedule. Two tune-ups a year for HVAC. Quarterly treatments for pest control. Gutters twice a year. Add one perk, such as priority booking, and stop there.
Maintenance plan
Comfort Plan · two visits a year$19 / monthSold on your site, renewed on the card on file
Spring AC tune-upKoira picked the slot and texted herBooked Apr 14
Fall furnace checkKoira books it when the month opensDue Oct
Dana R. joined from the invoice
Where to offer it
The best moment is right after a repair the plan would have caught. Put the offer on the invoice. Put it on your site and your estimates too.
How to run it without a spreadsheet
You need three things: a card on file, visits that book themselves when they come due and a reminder the day before. Koira's maintenance plans do all three, and campaigns remind everyone else when the season turns.
