07Case study
Tuneup
Maintenance plans that sign people up, book the visits and bill themselves.
Tuneup is our membership system for HVAC, pest, pool and lawn companies, shown here with a sample air conditioning company in Tampa. Customers join a plan online, book their seasonal tune-up, and see what they save on repairs. The owner sees recurring revenue, renewals, churn and failed cards, and the billing runs every morning on its own.
01Why we built it
Maintenance plans are the steadiest money a service company can have, but most are run on paper and a spreadsheet. Visits get missed, cards expire, and nobody notices until the customer has gone.
We built the whole loop in one place: selling the plan, booking the visits, pricing repairs for members, and billing that chases failed cards by itself.
02The hard parts
Plans priced for the home
Each plan can be paid monthly or yearly, and the price grows with the number of systems at the home. The yearly option shows exactly what it saves.
Visits on the right days
Members book their tune-up from days when a tech is already working their area, so routes stay tight.
Member pricing you can see
The account shows a real repair with the diagnostic fee waived and the plan discount taken off, next to what a non-member pays.
Fair cancelling
A member can cancel any time. On a monthly plan in the first year, if they have used more in visits than they have paid, the difference is shown before they confirm.
Billing that chases failed cards
A failed card is retried on day 1, 3 and 7, with a text to update it each time. After the third try the plan pauses and the office gets a call task.
03How it is built
A billing engine you can step through
The owner view can run billing one day or one week at a time, so you can watch renewals go through and failed cards retry and pause.
Sample book of members
The demo company has a few hundred sample members, generated the same way every time, so the numbers stay still between visits.
★The result
Recurring revenue that looks after itself.
The demo is live. Join a plan with a test card, book a visit, then open the owner view and run the billing forward.
For a company, the plans, prices, seasons, service area and payment account are theirs.
Want to sell maintenance plans?
We can set up memberships for your company, with sign up on your site and billing that runs itself. The first call is 15 minutes and costs nothing.