Turn one-time jobs into recurring revenue.
Wrap maintenance into a simple agreement with a billing amount, a cadence, and visits per year. See your recurring revenue at a glance, and let the renewal reminders go out on their own so plans do not quietly lapse.
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How service agreements work in Revcore
Renewals that do not slip.
Renewal reminders run on their own
Try it free
Income you can count on between jobs.
MRR, retention, and a 12-month projection
Try it freeEverything you need to sell recurring service.
- Numbered agreements
- Billing cadence
- MRR and retention
- Renewal reminders
- Visits per year
- Next visit date
- Up for renewal tab
- 12-month projection
- Status tracking
- Contract terms and notes
- Service type tagging
- Recurring revenue view
Works with the rest of Revcore
Payments
Collect by card or ACH with a payment link.
Scheduling
Book the maintenance visits on the crew board.
CRM
Agreements live on the customer record with everything else.
Field and dispatch
Put the day's maintenance visits on the crew board.
Reporting
Recurring revenue alongside the rest of the business.
Automations
The renewal reminder workflow, ready to edit.
Compare maintenance plan tools
What is service agreement software?
Service agreement software manages recurring maintenance plans: what the customer pays, how often they are billed, how many visits they get, and when the plan renews. Revcore's service agreements set the amount, billing cadence, and visits per year on each agreement, add up your recurring revenue and retention, remind the homeowner and your team before each renewal, and track the agreement from draft through active to renewal.
A spreadsheet of members works until the visits start slipping and the renewals lapse. When the agreements live next to the customer record, you can see which visits are due, which plans are up for renewal, and what the whole book is worth each month.
Maintenance plans fit trades with recurring work, such as HVAC tune-ups, plumbing and water heater checks, generator service, pest control, pool care, and gutter cleaning.
Which plan includes it
Service agreements and recurring plans are included on Pro and Scale.
Pro includes service agreements and renewal reminders, and Scale includes everything in Pro plus custom reports. Starter does not include service agreements.
Compare plans on the pricing pageService agreement questions.
Still deciding if Revcore fits your crew? Talk to our team.
What billing frequencies are supported?
Monthly, quarterly, semiannual, and annual. You set the amount and cadence on each agreement, and Revcore shows each plan as a monthly figure so your recurring revenue adds up in one number. Collecting the payment is done the usual way, by card or ACH with a payment link or invoice.
Does it schedule the maintenance visits?
Not automatically today. Each agreement tracks the next visit date and how many visits are used, and your team books the visit on the Revcore calendar like any other appointment.
Do agreements renew on their own?
Revcore reminds the homeowner and your team before each renewal date, by email and then text, and plans coming up for renewal show in their own tab. You mark each plan auto-renew or not, and update the dates when it renews.
What is the difference between a service agreement and a membership?
They are usually the same thing under different names. Both are a recurring plan where the customer pays on a schedule and gets a set number of visits. Revcore calls it a service agreement, and you can name the plan whatever your customers know it as, such as a comfort club or a maintenance plan.
Do customers get a reminder before a visit?
Yes. Once your team books the visit on the schedule, appointment reminders go out by text and email like any other appointment. Two-way texting is included on every plan, so a customer can reply to reschedule.
Can a customer pause their plan?
Agreements have a paused status, so you can put a plan on hold when a customer asks and make it active again later. The agreement stays on the customer record either way.
How should I price a maintenance plan?
Start from what the visits cost you in labor, drive time, and parts, add your margin, and then decide what the member gets beyond the visit, such as priority scheduling. Annual billing is simpler to collect, while monthly billing makes the plan easier to say yes to. Revcore supports both, so you can offer each.
Which plan includes service agreements?
Service agreements and recurring plans are included on Pro and Scale. Starter does not include them. Scale also adds custom reports, custom roles and permissions, and 15 included seats, which suits shops where recurring maintenance is a large share of the work.
