Service work that comes round again, on its own
Hot water checks, air conditioning services, backflow tests: work you do every 6 or 12 months. Set a service plan once. WhizInvoice reminds the customer, they pick a time, the job is booked, and the next round rolls on.
Everything due, in one list
Service due on the Jobs page shows Due, Upcoming and Booked. Book it, send the reminder, bring it forward or skip it, with Undo.
The full loop
Make a service plan
On a finished job press Make this a service plan, or start from a ready plan for your trade. Priced from your own price list.
The reminder sends itself
Inside your sending hours, once per round, with your lead days. Prefer to keep control? Turn sending by itself off and send from the list.
The customer picks a time
Pick a time opens your booking page with their details, site and service filled in, on your real free times. Or they can tap Not this time.
It books and rolls on
Confirm it and the job is booked with the plan’s lines. When the job is done, the next one is due from that day. A cancelled job means it is due again.
What comes with it
Ready plans by trade
Ready plans for 14 groups of trades, with your own trades first, so you do not start from an empty form.
A customer or one site
A plan can sit on the customer or on one of their sites, which suits agents and property managers.
Lines on the invoice
The plan’s priced lines go on the job and onto its invoice.
Things at sites too
Equipment you track at a customer’s site shows in the same list, with the same Book and Send it now.
The office hears
One bell line for one, a counting line for more, once per due date, for the owner and office.
Customers stay in charge
Every reminder has a stop link, and a customer who stops them is left alone.
Good to know
Which plans include service due?
Starter and up. The booking page customers pick a time from is on Starter too.
Do reminders send at night?
No. They send inside the sending hours you set for invoice reminders.
What if a customer says not this time?
They can tap Not this time on the reminder. The plan moves on to its next round and the office hears about it in the bell.
Can I start with old overdue equipment checks?
Yes. Things at sites only get a reminder by themselves when they fall due on or after the day you turned sending on, so older ones stay with you to deal with.
Who can see service plans?
The owner and office.
Bring your service work back around
Set your first service plan with a 14 day free trial of Starter.
Free plan forever. No card needed to start.