Service Plan Pro

Recurring Revenue for ServiceM8 Businesses

Service Plan Pro automates memberships, digital service agreements, and recurring billing for ServiceM8 businesses — then auto-schedules service visits directly to your dispatch board so you focus on the work, not the admin.

How the ServiceM8 Integration Works

Service Plan Pro connects through ServiceM8's standard API. Connect once and four things happen automatically:

• Client sync — Your existing ServiceM8 clients sync as customers so you enrol from the list you already have. No double entry.
• Automatic job cards — For plans that include visits, an unassigned job card appears on your ServiceM8 dispatch board when a member visit is due. Assign and dispatch it like any other job.
• Payment notes — Every payment logs a note to the client diary in ServiceM8, so whoever opens the client sees what was paid and when.

• Member perks on job cards — The perks you define per plan appear on the auto-created job card, so the tech on site knows what the member is entitled to.
  
  

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Key Features

• Automated billing through your own Stripe account — cards charged automatically or recurring invoices with a Pay Now link
• Digital service agreements with e-signature, stored against the customer record
• Flexible plan types — billing-only or billing with scheduled visits; monthly or yearly
• Member perks defined per plan, shown in the customer portal, on agreements, and on ServiceM8 job cards
• Visit schedule that builds itself with calendar export to Google Calendar, Apple Calendar, or Outlook
• Daily digest email listing tomorrow's visits, plus customer visit reminders
• Customer self-service portal where members see their plan, perks, visit history, and billing
• Failed payment recovery — Stripe retries automatically, reminders go out, and at-risk customers are flagged
• Bulk enrolment — import from Excel, CSV, Google Sheets, or sync from ServiceM8 and enrol customers in one step

Pricing

All plans include a 14-day free trial with no credit card required and both ServiceM8 and QuickBooks Online connectors.

Starter | $29/month | Up to 100 | | Growth | $59/month | Up to 500 | | Pro | $99/month | Unlimited |

Growth adds SMS notifications, the MRR dashboard, and bulk plan changes. Pro adds a white-label customer portal and advanced reporting.

Who It's For

Field service businesses using ServiceM8 that sell recurring maintenance plans: HVAC service agreements, plumbing and heating contracts, electrical inspection plans, pest control routes, fire protection inspections, and any service with a price, a renewal date, and a visit interval.

Service Plan Pro works with any active ServiceM8 plan — there are no additional ServiceM8 plan requirements.