A year on a Boiler Care Plan
Here's how one customer's annual service runs through JobFlow, start to finish.
Customer joins the plan
You set the plan: the annual service, priority callouts, whatever you include, at one steady monthly price. The customer sees their visits and payments on their own plan page. No login, no paperwork.
plan set → plan page sentThe service books itself
The annual service runs on a yearly schedule, so the visit lands in your calendar two weeks ahead, already agreed. Switch on day-before reminders and the customer gets a nudge with a link to confirm, and the cert goes on record when it's done.
schedule → visit made → reminder sentRenewal handles itself
Thirty days before the plan ends, the customer gets a renewal reminder with next year's price stated. No surprise charges, no lapsed contracts.
renewal reminder → price stated