> ## 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. # Automate recurring service plans and tune-ups > Build service plans that auto-charge, auto-book 12 months of visits, and renew themselves — turning one-time customers into predictable recurring revenue. 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. ## 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 From **Dashboard > Recurring Services**, click **New Plan** in the top-right corner. 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. 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. Choose how often visits occur: | Frequency | Visits per year | | --------- | --------------- | | Weekly | 52 | | Bi-weekly | 26 | | Monthly | 12 | | Quarterly | 4 | | Annually | 1 | Homespace books the next 12 months of visits onto the Schedule board automatically, based on the first visit date you select. 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. Click **Send to customer**. The customer receives a branded email with the service agreement, price, visit schedule, and a one-tap approval link. The plan activates the moment they approve. 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: In **Recurring Services**, find the plan template you want to use and click **Add customer**. Enter the customer's name or phone number. Select the service address. The template's defaults pre-fill. Adjust the price or start date if needed for this specific customer. Click **Send to customer** to deliver the service agreement email. ## 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. Plan members with the priority badge are also surfaced at the top of the scheduling queue when you drag a new job onto the board. You don't need to remember who's on a plan — the board tells you. ## 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. To reconcile a specific billing cycle, open the payment from **Dashboard > Invoicing** and look for the billing period range. Each cycle is uniquely keyed by recurring service and date range, so duplicate charges are not created if Stripe retries a webhook. ## 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 | Customers who haven't updated a card receive a link to update their payment method before the charge attempts. ## 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 Weekly or bi-weekly chemical balancing, filter cleaning, and seasonal openings and closings — all on a single plan. Weekly mowing with optional quarterly fertilization and annual aeration visits bundled into one annual price. Bi-annual spring and fall tune-ups with priority dispatch and member discounts on repairs. Quarterly perimeter treatments with as-needed callbacks included in the plan price. Monthly interior and exterior cleaning for commercial or residential customers on fixed routes. 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: 1. The job appears on the **Schedule board** in the correct crew lane based on assignment 2. The tech receives the job in their **Field app** job list 3. Status updates fire automatically: On the way → Arrived → In progress → Done 4. Job completion triggers an **invoice draft** and a **review request**, same as any other job 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. 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. 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. 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 More revenue per address from service-plan customers compared to one-time customers. Of visits booked automatically the moment a plan is activated — zero manual scheduling.