Price the visit once. The card does the rest.
Price it, send it, read it back
The planFour answers: what's included, how often it comes back, the price, then a review. Start from an HVAC tune-up, roof check, panel check or water heater flush and change anything. The price is always yours. One link per customerOffer the plan to a customer and they get their own signup link. Copy it, or email it and the link signs them in once. Their card, your accountThey start it themselves on their own card. The subscription runs on your connected Stripe account; we never hold the money. What they signedThe agreement is shown in full before the button, and the exact text they agreed to is kept against their record even if you edit the agreement later.
What the plans page gives you.
Everything here is on the page today, on a phone as well as a desk.
See what the customer sees
Open your customer's own signup page from their row and read it exactly as they will, without asking them for the code that was sent to their email. A plan nobody has been offered yet gets the same sheet as a preview. The start button is theirs, so it is never drawn for you.
Good, better, best, offered as one package
Build two to four tiers in one go, each with its price and what it includes, then offer the whole package to a customer in one press. They open one link, see every level side by side, and choose. The same table is a page you can share and a snippet you can put on your own website.
A drafted service agreement you edit
Ask Flori to draft the service agreement from what you do, then read it and edit it before it is attached to anything. A draft that makes legal claims you did not make is thrown away, not saved.
A price a customer agreed to cannot move under them
Editing a plan changes what you offer next. Everyone already paying keeps the deal they signed up for, and the page says so where you edit it.
It says when it cannot read something
Seven separate reads build this page, and each one that fails hides only its own section and says why. A source that is down never renders as a brand-new account with nothing in it.
Plan visits due, one tap to book
The plans page and the service route both list every visit a paying customer's plan asks for in the next four weeks that is not on your calendar yet, the ones that were due before today first. Book puts one on the calendar as an all-day site visit on the customer's route day; Book all does the whole list. Running it again skips visits already booked, and the page says how many it added and how many were already there.
Set up in a few answers
Pick the work from a checklist for your trade or type your own, choose every month, every three months, twice a year or once a year, and price it each visit or for the whole year. The review says exactly what the customer pays and how often before you save.
It hands the work to the route
A customer who starts paying is a stop that still needs a day. The page counts how many are waiting and sends you straight to the service route to give them one.
Turn the repeat work into a plan.
Pick a starter, set your price, and send the first link. You can read the page your customer gets before you send it to anybody.
Service plans ride the connected payments setup; connect Stripe once and every plan uses it.











