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Autopilot

Build repeat business.

Build a maintenance plan with recurring billing, included services and member discounts. Keep the customer's coverage and visit allowance with their record.

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Trusted by 400+ businesses4.9 out of 5 stars on Google Play4.8 out of 5 stars on the App Store
See the customer’s plan, next billing date and included visits at a glance.
  • Scheduled membership fees
  • Covered equipment
  • Included service allowances
See the visits used this membership year and the jobs behind them.

Know what's included and what's been used.

The membership should be clear to the office and the technician. Keep the plan, covered systems and included visits together, so the next conversation starts with the customer's actual coverage.

  • Apply the highest eligible member discount to applicable documents.
  • Follow membership fees and collection status.
  • Cancel immediately or at the end of the current period.
  • See members and membership revenue in Reports.

See what was billed and what was paid.

Open the membership's billing history to see each fee, its invoice, the payment method and collection status. Keep the recurring payment record close to the plan it belongs to.

Customer EquipmentAutomatic Billing
Check the membership invoice, payment method and collection status.

Your service. Your plan. Your terms.

Set a flat membership price or charge by the number of covered equipment units. Choose the billing interval, included price-book services and member discount. Then enroll the customer with the coverage that fits their property.

Customer EquipmentAutomatic Billing

  1. Build the plan

    Pick monthly, quarterly, six-monthly or yearly billing. Set the price, the discount and each included service's annual visit allowance.

  2. Enroll the customer

    Select the property, covered equipment and start date. Choose automatic card-on-file billing or an invoice sent to the customer.

  3. Keep billing on schedule

    Autopilot generates membership fees when they are due. Follow payment results and past-due memberships from the customer's record.

  4. Track the service delivered

    Qualifying completed jobs count against the annual included-service allowance. The crew can see membership information while working on a job.

Service technician checking the day's work beside an open service van

Give the next service a reason to happen.

Set the plan's price, benefits and billing interval. Track the service you deliver against its annual allowance, then use your regular scheduling tools to book the visit.

See it with our team
businesses run on Autopilot
400+
Google Play rating
4.9
App Store rating
4.8
per month starting price
$49

Questions about Memberships

What to know before you put it to work.

Does a membership schedule future visits automatically?
The plan tracks billing, benefits and included-service allowances. Included-visit tracking does not itself book future appointments or make service lines free. Schedule the customer's visits and set the job's pricing as appropriate.
When does an included visit count as used?
A qualifying completed job counts against the matching included-service allowance. A job counts once even if it has multiple completed visits. The annual allowance follows the membership anniversary year.
Can a customer pay for more than one system?
Yes. A plan can use a flat fee or a price per covered equipment unit. Select the units covered when you enroll the customer.
What happens if a membership payment fails?
Autopilot records the billing result and handles payment retries and past-due status. Under the current membership rules, past-due members retain benefits until cancellation or lapse.

Keep the whole business connected.

Customer EquipmentAutomatic BillingRecurring Jobs

See Memberships in your business.

Try Autopilot for yourself, or book a demo and walk through the work with our team.

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Screenshots use sample records.