Service plans
Lawn care, pool service, snow plowing, HVAC maintenance and every other routine job: sell it as a plan, bill it on its own, and know which visits are coming before the season starts.
Made for your trade
Real examples of plans these businesses sell, and what Servorio does for each one. The names and prices are only examples; you set your own.
Example plan
Mowing every week, April to October · per property · paid monthly
Example plan
Driveway and walkway · November to April · 6 monthly payments
Example plan
Weekly cleaning and water check · opening and closing included
Example plan
Fall furnace tune-up · spring AC check · 2 units included
Example plan
Treatment every 3 months · free call-backs between visits
Example plan
Spring and fall visits · priced per house
Example plan
Weekly cleaning · fixed monthly price
Example plan
Monthly visit · repairs per year included
Generators, water treatment, chimneys, irrigation, fire extinguishers… if it's routine, it fits. Ready-made templates for lawn care, pool service, HVAC, garage doors, locks and appliances; every other trade starts from a blank plan.
Your plans, your rules
Start from a template for your trade, copy a plan you already have, or start blank. Everything stays editable: the name, the price, what's covered and the contract.
Charge per month, per quarter, per year or one time. Add tax, and choose card on file charged automatically, an invoice each period, or let the customer pick.
Properties, pools, units, doors or appliances, and how many are included. Charge for extras, add a price for special categories, and choose the details recorded for each item.
Month to month or a fixed term, like a 6-month snow season paid monthly. Choose auto-renewal, notice to cancel, and what happens if someone leaves early. These rules are written into the agreement.
Write the agreement in your own words. Tap a field like customer name, service address or plan price, and it fills itself in at sign-up. Add the exclusions you need.
After the customer signs
Charged every period, with "payment 4 of 12" on each bill if you want it.
Failing or paused payments, overdue inspections and terms ending in the next 30 days, on one screen.
The visits each plan includes, ready to book on the same calendar as every other job.
Active plans, monthly recurring and yearly totals, and how each plan is doing.
When a customer keeps calling you back, the job card asks "Offer a service plan?"
Pay a fixed amount or a percent of payments for every plan your techs sign up.
Service plan questions
Yes. Start from a template for your trade, copy one of your own plans, or start blank. You set the name, price, what's covered, the visits, the benefits and the contract wording.
Yes. Start a blank plan and name the items it covers yourself: properties, driveways, pools, units, windows, anything.
Use a fixed term, like 6 months from November, and split the price into monthly payments. Or charge once for the whole season.
The customer signs the agreement together with the inspection report, and the plan starts on the date you set.
Card on file charged automatically, an invoice each period, or let the customer choose at sign-up.
No. Service plans are included in every Servorio plan, like every other feature.
Build a plan in the demo and see the contract it creates. Then run your real business free for 30 days or 50 jobs. No credit card.