Recurring maintenance plan management involves finding upcoming service dates, coordinating schedules by phone, and issuing invoices after each visit. Doing this by hand across many customer plans creates constant interruptions and delays in both scheduling and payment.
An automated version watches for plans coming due, checks technician availability, and books and confirms visits without manual calls. It also issues invoices the moment a job is marked complete and follows up automatically if payment is late.
The full workflow, from trigger to completion.
Flags any plan with a service date due within 7 days and starts the workflow.
The automation reviews technician calendars and the customer's service history.
A job is created and a technician assigned automatically based on the automation's proposed slot.
The customer receives an email with the confirmed date, time, and job scope.
If the customer requests a change, the admin steps in to rebook manually.
Once the job is marked complete, the invoice is created and sent automatically.
The automation monitors for plan invoices unpaid past their due date.
A reminder email with a payment link goes out automatically to the customer.
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