Memberships and service agreements
Keeps recurring revenue from quietly falling off the books.
Agreements that lapse without anyone noticing. Visits owed and never scheduled. Cards that expired three months ago. It tracks every agreement against what has actually been delivered and what has actually been collected, and surfaces the ones about to go.
What it reads
- Every active agreement, its terms, and what it entitles the customer to
- Visits delivered against visits owed
- Payment status, including cards that have quietly stopped working
What it does
- Flags agreements approaching renewal early enough to do something about it
- Surfaces owed visits that were never scheduled
- Catches failed and expiring payment methods before the agreement dies
- Builds the outreach list, in priority order, for whoever owns the call
What you get back
- Recurring revenue that stays on the books
- A real number for agreements at risk this month
- Visits delivered, which is the whole reason the agreement renews
Why this one
Recurring revenue is the most valuable thing a home services company owns, and the easiest to lose by accident.
Start with the count.
Twenty minutes and read access to your data. We come back with a real number for what is sitting there unclaimed, unreconciled or unfiled. Then you decide whether any of it is worth doing.