Customer lifetime value
Customer retention
Avg annual plan value
Automated
Adjust to see your business transformation
Monthly Recurring Revenue
$29,900
Annual Recurring Revenue
$358,800
With 85% retention, you'll keep:
$304,980
in predictable revenue next year (85 customers)
Give customers options and maximize revenue per customer
$19/month
$35/month
$59/month
❌ BEFORE
Customer calls once a year when AC breaks
✓ AFTER
Annual maintenance prevents breakdowns + priority service
❌ BEFORE
Lost 60% of customers after first job
✓ AFTER
85% retention with monthly billing and regular visits
❌ BEFORE
Unpredictable revenue, cash flow problems
✓ AFTER
Predictable $15K monthly recurring revenue
Set it up once, it runs forever
System automatically creates maintenance jobs 30 days before due date. Sends customer notification. Assigns to tech based on location. Books appointment with one click.
Charge customer's saved payment method every month automatically. Failed payments retry 3 times. Customer gets email receipt. Handle upgrades and cancellations easily.
Automatic reminders 7 days, 3 days, and 1 day before scheduled service. Customer can reschedule via text. Techs get push notifications. Reduces no-shows to near zero.
Plan members automatically get priority scheduling. Discounts applied at checkout. Special 'VIP' badge in system. Track plan value vs actual spend.
Tech offers plan at end of every service call
SCRIPT:
"For just $35/month, you get 2 tune-ups and 15% off all repairs. Most customers save $200+ yearly."
Automated email 3 days after job completion
SCRIPT:
Thank you email + plan benefits + limited-time discount
Pre-season campaigns (before AC or heating season)
SCRIPT:
"Beat the rush - lock in your maintenance now + save 20%"
Before
$0 recurring
After
$23K/month recurring
💡 Hired 2 techs from stable income
Before
28% retention
After
87% retention
💡 Doubled revenue without more marketing
Before
Seasonal cash crunches
After
$8,500/month predictable
💡 Bought new truck with steady cash flow
"We have 287 active service plans generating $31,200 per month in recurring revenue. It's the smartest thing we ever did. Customers love it, techs have steady work year-round, and our business is now worth 4x more."
Mike Davidson
Owner, Davidson Heating & Air