Maintenance plans
Turn one job into a schedule.
A maintenance plan is a promise to come back: the customer pays one price, and you show up on schedule — a tune-up every year, a filter every quarter. It turns a one-off job into predictable work, and a customer who stays yours.
Why it's worth it
A plan turns one job into a relationship.
Predictable work.
You know what's on the calendar months ahead, instead of waiting for the phone to ring and hoping it rings.
A customer who stays yours.
When you're on the schedule, a competitor has to displace you. When you're not, you're competing for the job every time.
Less re-shopping on price.
A customer on a plan pays one agreed number and stops comparing quotes, because the decision is already made.
How to do it
Five steps to build a maintenance plan.
- 1
Pick the service that repeats
Start with the work customers already need on a schedule: tune-ups, gutter cleaning, pest treatments. The best plan is the one your customers already ask for.
- 2
Set the interval from the work
An annual checkup, a quarterly treatment — the interval comes from the service, not a guess.
- 3
Price it as one number
Bundle the visits into a single annual price. A plan feels simpler than a string of invoices, and customers say yes faster to a predictable number.
- 4
Sell it on the completed job
The easiest time to sell a plan is right after a job went well — while you're standing there and the customer is happy.
- 5
Keep it renewing
Track who's due and reach out before the next visit, so the plan renews itself instead of quietly fading out.
Scripts you can use
Copy these, fill in the blanks.
The pitch
Hi first name, it's your name from your business. Glad the service went well. I can put you on our maintenance plan — service every interval for price. You never have to remember to book again. Want me to set it up?
The renewal reminder
Hi first name, it's your name from your business. Your service is coming due when. Since you're on the plan, I can get you booked now — want me to find a time?
The re-sell
Hi first name, your name from your business. We did your service back in month year, and it's about time again. Want me to put you on the plan so it just happens every interval?
How Rebook helps
Rebook keeps every plan on schedule.
See who's due
Every plan member, in one queue.
Rebook shows which plan members have a visit coming up, with the reason and the date, so nothing slips.
Today's queue
- Kowalski HomeNextHVAC · Furnace tune-up · Plan visit · annualDue today
- Ferris Auto DetailingDetailing · Interior detail · Plan visit · every 6 monthsTomorrow
- Route 9 DinerPest control · Quarterly treatment · Plan renewal dueThis week
- Alvarez ResidencePlumbing · Water softener · Plan visit · 6-monthNext week
5 due today · 1 booked · Illustrative sample data
The plan renews itself
A completed visit sets up the next one.
Record a completed visit and Rebook creates the next one from the plan's interval, so the cycle keeps turning.
Dana Whitfield
Water heater flush
Call Tuesday morning — mention the filter upgrade she asked about
Your team confirms every outcome before context is added.
Recurring work you can see
Watch the plan pay for itself.
Booked value from plan visits, measured from the outcomes your team recorded — not estimates.
Analytics
- Booked value
- $0
- Recovered visits
- 0
- Due resolved
- 0%
Booked value by week · Illustrative sample data
Common questions
What is a maintenance plan?
A standing agreement to come back on a schedule — a tune-up every year, a treatment every quarter — usually for one bundled price. The customer stays yours, and the work is already in your calendar.
How do I price a maintenance plan?
Bundle the visits into a single annual number, based on what the work actually costs you plus the value of being first in line. Many businesses price a plan just under what booking the visits separately would cost.
Does Rebook handle the billing?
No. Rebook tracks who's due and when, and shows you the next visit. Invoicing and payments stay in your own system — Rebook keeps the schedule honest.
Free to start
Keep the relationship going after the job is done.
Bring your customer list. See who needs a follow-up this week.