HVAC maintenance agreements with automatic monthly billing

Chapters

1. 0:00 The plan: price, visits, perks
2. 0:23 Add a customer and enroll them
3. 0:40 The customer signs and pays by card
4. 0:54 The schedule and the customer portal
5. 1:11 QuickBooks Online, and the numbers
6. 1:30 Start a 14 day trial

What this video covers

A plan carries the price, the visits and the perks. The one on screen has two visits a year, priority scheduling and ten percent off repairs, billed to a card, with invoice billing there for commercial accounts. Then a customer's added and enrolled, which gives you an agreement link to text or email the way you already talk to customers. Fatima opens it on her phone, reads what each visit covers, signs and pays by card, and the money settles into your own Stripe account. Both visits she's owed land on the schedule six months apart, and she gets her own portal with the plan, the next visits and every payment. The last part shows invoices and payments posting to QuickBooks Online on their own, then the numbers: monthly recurring revenue, active members, churn and who's past due.