ServicePlan

Stop paying enterprise prices for a 3-tech shop

Manage every maintenance agreement, auto-renewal, and seasonal tune-up for $49/month flat — no per-seat fees, no termination contracts, no six-month onboarding.

ServicePlan agreement management dashboard — maintenance agreements, auto-renewals, and seasonal scheduling for field service shops

Everything your shop needs to run agreements on autopilot

From enrollment to invoicing — the full membership lifecycle, automated.

ServicePlan agreement import and template setup — go live in 30 minutes

Agreements Live in 30 Minutes

No consultant, no 14-tab setup wizard — import your existing agreements, configure plan templates, and your membership dashboard is running today.

ServicePlan auto-renewal engine — expiring agreements detected and processed automatically

Renewals That Run Without You

The system detects every expiring agreement, sends the reminder, processes the charge, and queues the next visit automatically — no one at your office has to chase it.

Schedule Seasonal Waves in Minutes

Filter every overdue tune-up by membership type and date window, then book each visit straight to the dispatch board from one queue — no spreadsheet needed.

Know Your Real Membership Revenue

Live MRR, renewal rate, and pull-through revenue sit on one dashboard — export to CSV or schedule it to email your team automatically every month.

From Dispatch Board to Closed Invoice

Push jobs to technicians in the field, auto-apply member discounts at invoicing, collect payment on-site, and close the job — all without switching systems.

Real shops, real results

We were tracking 200 agreements in a spreadsheet and missing renewals every month. ServicePlan automated the whole process — I got those 12 hours back in the first week.

Maria T.Office Manager, 4-tech HVAC shop

The big platforms wanted $1,800 a month with a year-long contract. ServicePlan was live the same afternoon for $49. I genuinely don't understand why I waited.

Derek S.Owner, residential plumbing shop

Scheduling our spring tune-up wave used to take my CSR two full days. Now she filters the queue, books every job, and we're done in under an hour.

Jess K.Service Coordinator, 7-tech HVAC company

Frequently Asked Questions

What does ServicePlan actually cost — are there per-seat fees or contracts?

$49/month flat. No per-technician fees, no setup charges, no termination clause. Cancel any time from your account settings — no phone call required.

How long does it take to go live?

Most shops are live within 30 minutes. Import your existing agreements, set up your plan templates, and your dashboard is running the same day — no implementation consultant and no six-month onboarding needed.

I already track agreements in Jobber or a spreadsheet. Why do I need a separate tool?

Jobber is built for one-off jobs and has no dedicated agreement lifecycle, no auto-renewal engine, and no MRR dashboard. If you're spending 10 or more hours a month on manual renewal tracking, ServicePlan recovers that time and shows you exactly what your membership book is actually worth.

Does ServicePlan replace my existing field service management software?

No — and that's intentional. ServicePlan handles membership enrollment, agreement lifecycle, auto-renewal, and recurring visit scheduling. If you use a separate tool for general dispatching, ServicePlan sits alongside it and stays focused on what it does best.

What happens when a customer's credit card expires before their renewal runs?

Expiring cards surface in a Follow Up queue before each billing run, so your office can reach out and update payment details before the charge fails — no missed renewals from stale card data.