Lavo CRM Service Plans, currently in beta, let exterior cleaning companies offer recurring maintenance with customer-signed online agreements. Signing activates the membership and links a job. Recurring, selected-month and assigned route-day plans generate visits within a configured look-ahead window; manual plans need staff scheduling. Invoices follow the chosen billing cycle, and automatic card payments require customer authorization.
Share a public plan sign-up page or send a personal invitation. Customers review and sign online. Staff cannot sign or activate a membership on the customer’s behalf.
The membership becomes Active and a linked job holds its visits and invoices. Staff sign-up alerts are queued for bell and push notifications. Billing and visit generation follow the plan’s settings; manual plans still need staff to schedule visits.
Recurring and selected-month plans generate visits within the configured look-ahead window. Route-day plans do so once a weekday is assigned. If the weekday is missing, staff see Needs route day. Manual plans generate no visits; staff schedule each one.
Yes. Without a default appointment time, plan visits are Anytime / Flexible. Staff can organize these stops in Day Route without moving fixed appointments.
No. Automatic payments require the customer’s authorization. A plan can require that authorization before signing; otherwise customers choose whether to enable automatic payments. Without automatic payments, invoices remain payable by the customer.
The plan stays active and the invoice remains open. Lavo CRM queues customer and staff notices and a retry after three days. The customer can update their saved card; service is not cancelled automatically.
Service Plans is still in beta. The feature is available for customer sign-ups, recurring visits and billing, and is being refined through feedback. Review your plan’s terms, schedule and billing settings before inviting customers.
More in Lavo CRM: pressure washing CRM overview, pricing, Crew scheduling and Invoicing and payments and Customer and job CRM.