Drive continuous recurring revenue all year round

Workiz’s Service Plans feature enables field service businesses to offer recurring maintenance agreements, fostering customer loyalty and generating steady revenue. By creating customizable service plan templates, you can schedule regular visits, set billing cycles, and manage memberships efficiently—all on autopilot and within your field service management software.

Automate your service agreements Never miss any scheduled appointments and avoid last minute cancellations with automatic reminders for upcoming visits. Easily maintain pending approvals and annual renewals when you automate your customers contracts.

Features

• Recurring Job Scheduling: Automate repeat visits for maintenance or services.
• Client Subscription Management: Track plan status, revenue, and team performance.
• Automated Reminders: Notify clients before upcoming visits to reduce no-shows.
• Job Conversion: Instantly turn scheduled visits into jobs with one click.
• Integrated Payments: Collect recurring payments and manage billing effortlessly.