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Care Plans

Steady money from the work you already do

Care Plans turn one-off jobs into service agreements: one steady price, visits that schedule themselves and renewals that never slip.

14-day free trial · Card required · Cancel anytime · No contracts

Seasonal Garden Care€35/month
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€35 a month all year, visits March to October

Why plans

The problems Care Plans fix

Lumpy, seasonal cashflow

Flat out in summer, quiet in January, and the money follows the same curve. A plan charges one steady price every month, so the quiet months pay too.

Forgotten renewals

The annual service that never got booked. The contract that quietly lapsed. A plan coming up to its end shows on your Needs action list, and it never renews at a new price without 14 days' notice.

Over-delivering on contracts

Four visits agreed, six delivered, nobody noticed until year end. Set how many visits the plan includes and the schedule stops there, so you never give work away by accident.

Your rhythm, steady money

Work the months you work, get paid every month

Every trade has its own rhythm. The visits run in the months you choose, and the plan charges the same every month, so the quiet season pays its way.

Seasonal Garden Care€35/month
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€35 a month all year, visits March to October

Boiler Care€12/month
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€12 a month all year, the annual service and safety check in May

Window Cleaning Round€25/month
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€25 a month all year, visits February to November

The machinery

Everything a plan needs, handled

One price, every period

Set the price, the VAT, how often it charges and the term. Copy a plan you already have to set up the next customer in a minute.

Plan invoices that raise themselves

Every morning, each period that's due is invoiced, and emailed to the customer if you switch that on. No end-of-month invoicing marathon for your contract book.

Visits that schedule themselves

Weekly, monthly, every few months or yearly, only in the months you choose. Visits are made two weeks ahead, bank holidays are handled the way you choose, and the visits stop at the number the plan includes.

A personal plan page for every customer

Every customer gets their own plan page, no login, no app. They see their next visits and what they've paid so far, and can ask for a visit or send a question in a tap.

Renewals with price-notice protection

Thirty days before a plan ends, the next term is drafted. A plan never renews at a new price until the customer has had at least 14 days' notice of it. No surprise charges, no awkward calls.

Nothing slips through

A late visit, a plan ending, a period with no invoice: each one shows on your Needs action list with the one button that sorts it, before the customer notices.

The customer side

Your customer sees a plan, not an invoice pile

Each customer's plan page shows their next visits and what they've paid so far, with your logo at the top. No login, no app, nothing to explain over the phone. When they want an extra visit or have a question, they ask right there and your office gets it.

Already run a plan book? Bring your customers across from a spreadsheet, or from Sage or Xero, and set each one up on a plan. A plan that started months ago bills from the current period, never anything earlier. Moving off paper doesn't mean starting over.

Customer plan page with the next visit, what has been paid and a Request a visit button
Straight answers

Care Plan questions, answered

What exactly is a Care Plan?

A service agreement your customer pays for on a schedule: an annual boiler service, a March-to-October garden round, a monthly cleaning contract. You set the plan, and JobFlow handles the billing, the visits and the renewals.

Can a plan cover seasonal work?

Yes. The plan charges one steady price every month, and the visits run only in the months you choose, say March to October for a garden round. Your customer pays the same every month and you get steady money through the winter.

Do customers sign a contract?

No signature needed. Each customer gets their own plan page showing their visits and what they've paid, and a plan never renews at a new price without at least 14 days' notice. JobFlow isn't an e-signature product.

Can I move my existing plan customers over?

Yes. Bring your customers across from a spreadsheet, or from Sage or Xero, then set each one up on a plan. Copy from another plan makes the next one quick, and a plan that started in the past bills from the current period, never anything earlier.

What trades do Care Plans suit?

Any regular, repeating work: boiler and heating servicing, garden maintenance, window and commercial cleaning, pest control contracts, property maintenance retainers. If you visit the same customers on a rhythm, a plan fits.

Put your regulars on a plan

Set up your first Care Plan during the trial. 14 days, card required, cancel anytime.

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