Maintenance plans that renew your revenue
Turn one-time customers into members. Plans schedule their own visits, and members see their pricing automatically.
Maintenance plans in ProRate AI
Plans your way
Define each plan's visits, tasks and price.
- ✓ Monthly or yearly plans
- ✓ The tasks each visit includes
- ✓ Start, move, cancel or void a customer's plan
Visits scheduled for you
Plan visits come due on their own.
- ✓ Due plan tasks listed for booking
- ✓ Tasks checked off during the visit
- ✓ Visit history on the customer's record
Member pricing
Members are recognised everywhere.
- ✓ Member prices on proposals and invoices
- ✓ Sell a plan as part of a proposal option
- ✓ Plan lines added to the work order
More of what ProRate AI does
Proposals
Good, Better, Best options from your pricebook, accepted and signed online.
Invoicing and payments
Invoices, deposits and card or bank payments into your own Stripe or Square account.
Scheduling and dispatch
One calendar, conflict-free booking, reminders and Google or Microsoft calendar sync.
Field technicians
The visit step by step on any phone, from contacting the customer to the invoice.
Try maintenance plans with your own business
Set up your company, your pricebook and your team in an afternoon.