An alternative to Housecall Pro Service Plans for the agreement side

A signed agreement on the customer record. When you enrol a member, Service Plan Pro creates a signing link. The member reads an agreement that lists the plan, the price and the perks, and signs it with a typed or drawn signature, on their phone or on your tablet in person. Billing starts only after they sign. The wording comes from a template you edit under Settings, and the signed copy stays on the customer record, including after a cancellation.

A live MRR view. The dashboard works out your monthly recurring revenue and active members from the memberships that are active each time you open it. At-Risk Customers lists every member whose payment is past due, beside the revenue at risk, so you can see which accounts to call before they lapse.

Invoices that go out before the payment. For members who'd rather not keep a card on file, a Recurring Invoice plan emails a branded invoice on the schedule you set, with the plan name, the amount and the due date. Each invoice can carry a Pay Now link, and a payment through it marks the invoice paid on its own. You mark a bank transfer or cash payment paid from the Invoices page. If an invoice is still unpaid after the number of days you choose, an overdue reminder goes out automatically, with an optional second reminder per plan.

Card billing through your own Stripe account. Card-billed plans charge the member's card through your own Stripe account on each renewal date, and Stripe sends the receipt. The money lands in your account, and there's no platform fee on your members' payments.

Failed payments and win-back. When a charge fails, Stripe retries it automatically over several days. The member gets an email asking them to update their card in the customer portal, where they also see their plan, perks, visits, signed agreement and billing. If every retry fails, the subscription is cancelled, you're told, and a win-back email goes to the member a few days later.