Recurring Plans
Overview
The Recurring Plans section gives customers full visibility into their active maintenance or service plans. Customers enrolled in recurring plans — quarterly HVAC service, annual pest control, monthly landscaping — can see exactly what they're enrolled in, when the next visit is scheduled, and the complete history of all visits under that plan.
The portal is read-only for plan management. Customers cannot modify, pause, or cancel plans directly — they contact the contractor, who makes changes in the CRM. This protects recurring revenue from impulsive cancellations and keeps the contractor in control of the relationship conversation.
Features
- Active Plans List — All currently active recurring plans: plan name, service type, frequency, start date, and status
- Next Visit Date — The next scheduled visit date for each plan; linked to the appointment in My Schedule
- Visit History — Full list of completed visits under the plan: date, technician, visit summary, and any notes
- Plan Details — Pricing per visit, contract term, renewal date, and any plan-specific terms
- Contact Contractor — One-tap message to the contractor to request a change, pause, or cancellation; routes as a flagged message to the dispatcher
Plan Frequency Options
| Frequency | Visits Per Year | Typical Use Case |
|---|---|---|
| Weekly | 52 | Lawn care, cleaning |
| Bi-Weekly | 26 | Pool service, landscaping |
| Monthly | 12 | Pest control, filter changes |
| Quarterly | 4 | HVAC service, inspections |
| Semi-Annual | 2 | Roof inspection, tune-ups |
| Annual | 1 | Annual service contract |
CRUD Reference
| Object | Create | Read | Update | Delete |
|---|---|---|---|---|
| Recurring Plan | — | ✅ | — | — |
| Visit Record | — | ✅ | — | — |
| Plan Details | — | ✅ | — | — |
| Change Request | ✅ | ✅ | — | — |
| Contact Message | ✅ | ✅ | — | — |
Notes
Customers cannot view recurring plans for other customers or for contacts linked to their account (e.g., a spouse on the same account) unless explicitly granted access by the contractor. If a visit is missed or rescheduled, the visit history reflects the actual completion date, not the originally scheduled date. Past visit details shown in the portal are curated by the contractor — notes and photos only appear if the contractor has marked them as customer-visible.