04 · Maintenance Plan & Membership Engine
Customers who never hear from you until something breaks will call whoever ranks first.
Maintenance plans are the difference between a feast-or-famine shop and a steady one. Members book twice a year, fill your shoulder seasons, and call you first when it’s time to replace.
What it does
Spring AC and fall furnace tune-up campaigns by text and email, timed to your climate.
Membership invitation after every completed service call, with a one-tap sign-up link.
Renewal reminders and failed-card recovery so members don’t quietly lapse.
Filter and IAQ (Indoor Air Quality) reminders that create small, easy tickets.
Member-only perks copy: priority scheduling, no overtime fees, repair discounts.
Why it matters
Industry benchmarks from FieldEdge put growing shops at about 250 maintenance agreements per $1 million in service revenue, and best-in-class at 1,000 or more. Most small shops are far below that line.
Fit for: Shops with a customer list and no plan program, or a plan program nobody markets.