Recurring Services lets you sell a service relationship, not just individual jobs. You bundle tune-ups, priority dispatch, and member discounts into a monthly or annual plan, set a visit cadence once, and Homespace handles the rest: booking visits 12 months out, charging customers automatically, sending renewal reminders, and flagging plan members on the dispatch board. Service-plan customers generate 4.1× more revenue per address than one-time customers.Documentation Index
Fetch the complete documentation index at: https://help.homespace.co/llms.txt
Use this file to discover all available pages before exploring further.
How to access
Navigate to Dashboard > Recurring Services from the sidebar to view active plans, pending approvals, and upcoming visits.Creating a recurring service plan
Open Recurring Services > New Plan
From Dashboard > Recurring Services, click New Plan in the top-right corner.
Select a service template
Choose from your existing service templates (e.g., HVAC Tune-Up, Pool Maintenance, Lawn Care, Pest Control). Templates carry the default line items, pricing, and required photos for that job type.
Assign a customer
Search for an existing customer or enter a new one. Select the service address. If the customer has multiple properties, pick the correct one from the dropdown.
Set the cadence
Choose how often visits occur:
Homespace books the next 12 months of visits onto the Schedule board automatically, based on the first visit date you select.
| Frequency | Visits per year |
|---|---|
| Weekly | 52 |
| Bi-weekly | 26 |
| Monthly | 12 |
| Quarterly | 4 |
| Annually | 1 |
Configure auto-charge
Set the price per billing cycle, the billing frequency (monthly or annual), and whether to pass processing fees to the customer. Homespace charges the customer’s card automatically on each billing date and emails a receipt.
Each successful billing cycle is recorded as a payment receipt, not a Homespace invoice. Customers receive a clean receipt for the cycle, and the charge appears in Dashboard > Invoicing under the recurring payments view alongside one-time invoices.
Plans stay in a pending state until the customer clicks the approval link in their email. You can resend the approval email from the plan detail page at any time.
Assigning a customer to an existing plan
If you have a plan template you reuse across customers (e.g., a standard pool cleaning plan), you can assign new customers without reconfiguring from scratch:Open the plan template
In Recurring Services, find the plan template you want to use and click Add customer.
Confirm pricing and cadence
The template’s defaults pre-fill. Adjust the price or start date if needed for this specific customer.
Plan member benefits on the dispatch board
Every customer on an active recurring service plan gets a priority dispatch badge on the Schedule board. When a plan member calls in for an unscheduled job, dispatch sees the badge immediately — signaling that this customer gets priority booking over standard requests.Billing cycles and receipts
Recurring service plans bill on the cadence you set during plan creation. Each successful charge is stored as a payment record with the billing period, payment method, processing fee, and net amount captured.| Field | What it records |
|---|---|
| Billing period | The start and end dates the charge covers (for example, Mar 1 – Mar 31) |
| Payment method | Card, ACH, Apple Pay, or Google Pay |
| Net amount | What deposits to your bank after Stripe processing fees |
| Receipt | Emailed to the customer automatically when the charge succeeds |
Recurring payments are tracked separately from one-time invoices. You will not see a draft invoice generated for each cycle — only the receipt and the payment record. Use Dashboard > Invoicing to see all recurring payments in one place, sorted with one-time invoices by date.
Renewal automation
Homespace sends automatic renewal reminders as each plan approaches its renewal date:| Timing | Action |
|---|---|
| T-30 days | Renewal reminder sent to customer |
| T-14 days | Second reminder with payment update prompt |
| T-7 days | Final reminder before renewal charge |
| Renewal date | Auto-charge fires; plan continues uninterrupted |
Review automation for plan members
After each completed visit, Homespace evaluates the customer’s NPS history and fires a review request to the customers most likely to leave a five-star review. Low-NPS customers receive a private satisfaction check-in to you instead of a public review request.Review automation for recurring service customers is configured under Settings > Reviews. You can set the minimum NPS threshold for public review routing and choose which platforms to send to.
Supported use cases
Pool service
Weekly or bi-weekly chemical balancing, filter cleaning, and seasonal openings and closings — all on a single plan.
Lawn care
Weekly mowing with optional quarterly fertilization and annual aeration visits bundled into one annual price.
HVAC tune-ups
Bi-annual spring and fall tune-ups with priority dispatch and member discounts on repairs.
Pest control
Quarterly perimeter treatments with as-needed callbacks included in the plan price.
Window cleaning
Monthly interior and exterior cleaning for commercial or residential customers on fixed routes.
Roofing inspections
Annual roof inspections with priority scheduling after major weather events for plan members.
What happens when a visit is booked
Each auto-booked visit follows the same workflow as a manually created job:- The job appears on the Schedule board in the correct crew lane based on assignment
- The tech receives the job in their Field app job list
- Status updates fire automatically: On the way → Arrived → In progress → Done
- Job completion triggers an invoice draft and a review request, same as any other job
What if a customer wants to skip a visit?
What if a customer wants to skip a visit?
Open the specific visit from the plan’s cadence calendar and click Skip visit. The next visit in the sequence remains scheduled. Billing is not affected by a skipped visit unless you also issue a credit.
What if a customer wants to pause their plan?
What if a customer wants to pause their plan?
From the plan detail page, click Pause plan. Billing stops at the next cycle date and no new visits are auto-booked. To resume, click Resume plan — upcoming visits re-populate from the resume date forward.
What if the customer's card declines on renewal?
What if the customer's card declines on renewal?
Homespace retries the charge after 3 and 7 days. If it fails all attempts, the plan moves to
payment_failed status. The customer receives an email with a link to update their payment method. You see the failure on the plan dashboard.Can I charge different rates for plan members vs. one-time customers?
Can I charge different rates for plan members vs. one-time customers?
Yes. In the plan configuration, set the member rate. In your standard price book, keep the standard rate. When a plan member calls for an add-on job outside their plan, dispatch can see the member discount badge and apply it manually from the estimate builder.
Revenue impact
4.1×
More revenue per address from service-plan customers compared to one-time customers.
12 months
Of visits booked automatically the moment a plan is activated — zero manual scheduling.