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🛡️ Service Plans

Sell annual maintenance plans, track visits and renewals, and require plan acknowledgment at quote approval — turning one-off jobs into recurring relationships.

Service Plan — Ortiz ResidenceActive
Plan Annual · 2 visits/yr$199/yr
Visit 1 Spring tune-upDone
Visit 2 Fall inspectionDue Oct 4
RenewsJun 2027
What you get

Recurring revenue, on autopilot.

Sell at the quote

Attach a service plan to any quote and require acknowledgment so it’s never an afterthought.

Track visits & renewals

Know which plans are active, which visits are due, and which are about to expire.

Recurring revenue

Build a predictable maintenance base instead of chasing the next one-off repair.

See Service Plans in your workflow

Get a personalized demo of Sun Service CRM for your team.