Turn One-Time Customers Into Recurring Revenue
Service Plan Pro sells your maintenance plans, gets the agreement signed, bills every customer automatically through Stripe, and keeps every visit on schedule. Connect ServiceM8 or QuickBooks Online when you want them.
No credit card required · Cancel anytime · Optional ServiceM8 and QuickBooks Online connectors
MRR Overview
Monthly Recurring Revenue
You're leaving recurring revenue on the table
Field service businesses that sell maintenance plans earn more per customer, retain them longer, and build predictable cash flow.
❌ Without Service Plan Pro
- ✗Tracking renewals in spreadsheets
- ✗Manually sending invoices every month
- ✗Customers slip through the cracks at renewal time
- ✗No visibility into recurring revenue or churn
- ✗Agreements scanned, emailed, lost
- ✗Dispatching visits from memory or sticky notes
✅ With Service Plan Pro
- ✓Automated billing, handled by Stripe every month
- ✓Digital agreements with e-signature, stored automatically
- ✓Auto-renewal reminders and failed payment recovery
- ✓Live MRR dashboard + churn tracking
- ✓A visit schedule that builds itself, with calendar export and a daily digest
- ✓Customer self-service portal reduces support calls
Everything you need to run recurring revenue
Built for field service companies that sell maintenance plans, memberships and service agreements. Every feature works on its own and connects to the tools you already run.
Automated Billing
Recurring billing through your own Stripe account. Card customers are charged automatically. Invoice customers get a recurring invoice with a Pay Now link, and you mark bank transfers as paid.
Digital Service Agreements
Customers e-sign before billing starts. Signed agreements are stored against the customer record in your dashboard.
Flexible Plan Types
Charge automatically for monitoring or warranty plans, or include scheduled visits. You choose what fits each plan.
Member Perks
Define perks per plan. Shown in the customer portal, on the signed agreement, and on the ServiceM8 job card when that connector is on.
Visit Schedule
Plans with visits build their own schedule. See what's due, mark visits complete, export to Google Calendar, Apple Calendar or Outlook, and get tomorrow's visits by email every morning.
Customer Portal
Members log in to see their plan, perks, visit history, and billing. Reduces support calls.
Up and running in 3 steps
No IT team required. Most businesses are live the same day.
Create your service plans
Set your price, visit frequency, and member perks. Templates are included so you can be selling in minutes, not days.
Enroll your customers
Import from Excel, CSV, Google Sheets or ServiceM8, or share a link for customers to self-enroll. They sign digitally, you get paid automatically.
It runs itself
Invoices go out, cards are charged, and due visits land on your schedule. Connect QuickBooks Online and paid invoices post to your books too. You focus on the work.
Connects to the tools you already run
Service Plan Pro works on its own. Connect these when you want the data to flow.
ServiceM8
Sync your client list, have a job card appear in your dispatch board when a member visit is due, and log a payment note to the client diary every time a payment goes through.
Service Plan Pro for ServiceM8 →QuickBooks Online
Post paid invoices, their payments and Stripe payouts into the accounts you choose, so nobody re-keys them. Tax is posted exactly as issued, never recalculated.
How the QuickBooks connector works →Using neither? Read how recurring billing for service agreements works with Service Plan Pro on its own.
Does Service Plan Pro pay for itself?
Adjust the numbers to match your business and see for yourself.
❌ Without Service Plan Pro
Total admin cost
~$270/mo
✅ With Service Plan Pro
Billing, scheduling and payment retries run on their own. This is the time left over: enrolling new members, checking the at-risk list, and the payments Stripe cannot recover for you.
Total cost
~$89/mo
You save an estimated $181/mo, after the 2 hours of admin left over and the $29/mo subscription.
Time estimates are based on managing 100 active members manually. Your actual savings will vary.
Simple, predictable pricing
All plans include a 14-day free trial. No credit card required.
Priced to be the easiest line item to justify.
If your members bring in $1,000 a month in recurring revenue, Service Plan Pro costs less than 3% of it. Most field service companies recover the whole cost with two or three enrolled members. Connectors are included on every plan.
Starter
For businesses just getting started with recurring plans.
- ✓Up to 100 active subscriptions
- ✓All three plan types (billing-only, billing + visits, recurring invoice)
- ✓Service plan builder with templates
- ✓Digital service agreements with e-signature
- ✓Custom service agreement templates
- ✓ServiceM8 and QuickBooks Online connectors
- ✓Customer import (Excel, CSV, Google Sheets, ServiceM8 sync)
- ✓Bulk enrollment
- ✓Shareable enrollment links
- ✓Customer self-service portal
- ✓Failed payment recovery (retries, reminder emails, at-risk list)
- ✓Email notifications + basic dashboard
- ✓Renewal reminder emails
- ✓Win-back email for cancelled members
Growth
The sweet spot for growing service businesses.
- ✓Up to 500 active subscriptions
- Everything in Starter, plus:
- ✓SMS notifications
- ✓Churn tracking, 12-month cash-collected chart, full activity history
- ✓Bulk plan changes and cancellations
- ✗No White-label portal
Pro
For established businesses with high volume and custom needs.
- ✓Unlimited subscriptions
- Everything in Growth, plus:
- ✓White-label customer portal
- ✓Advanced reporting + CSV export
- ✓Priority support
All plans include a 14-day free trial. No credit card required.
Frequently asked questions
Can't find what you're looking for? Contact us
Who is behind Service Plan Pro
A small, named team, so you know who you're dealing with before you hand over a customer list.
Service Plan Pro is built and run by ChanAutomation, a British Columbia, Canada consultancy that sets field service companies up on ServiceM8 and builds the automation around it. Kevin Chan, the founder, reads and answers the support email himself.
Card payments are processed by Stripe and settle into your own Stripe account, not ours. Service Plan Pro never stores card numbers. Your data lives in a Supabase Postgres database and the app runs on Vercel. When you connect QuickBooks Online or ServiceM8, the connection can be revoked from your side at any time.
The terms and privacy policy are written in plain English, and the documentation describes exactly what the product does and doesn't do. If something is unclear, ask before you sign up.
Get in Touch
Have a question before signing up, or need support? We'd love to hear from you.
Ready to build recurring revenue?
The fastest way to add recurring revenue to a field service company. Start your free 14-day trial. No credit card required.
Start Free 14-Day TrialCancel anytime · Setup takes minutes · Runs on its own or with ServiceM8