Grow

Recurring revenue, customer retention, and the next-12-months calendar — on rails.

Service plans, tune-up reminders, review automation, and referral tracking. The work that compounds your business while you're running today's jobs.

Avg customer LTV: 2.7× · Service-plan customers: 4.1× more revenue per address
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📷 Grow planning dashboard
Planning dashboard — service plan roster, recurring cadence calendar, retention cohort chart, and a referral tracker.
How it works

Sell the relationship, not just the job.

STEP 01
Build service plans
Bundle tune-ups, priority dispatch, and member discounts into a monthly or annual plan. Templates for HVAC, pool, lawn, and pest.
STEP 02
Cadence does the rest
Plan members get tune-ups auto-booked into Schedule. Customer is texted, dispatch sees it, the calendar fills 12 months out.
STEP 03
Renewals + reviews on rails
Plans renew automatically. Post-job review requests fire on the highest-NPS customers. Referrals get tracked and rewarded.
What's inside

The retention surface most service businesses don't have.

Every other feature handles 'today's job.' Grow is what turns a one-time customer into 5 years of recurring revenue.

01
Service plans
Monthly or annual bundles with member benefits. Auto-charge via Pay, auto-book via Schedule.
02
Tune-up cadences
Pool, lawn, HVAC. Set frequency once; the next 12 months populate the calendar.
03
Review automation
Auto-request Google reviews from your highest-NPS customers — and route the unhappy ones to you first.
04
Referrals
Tracked links per customer, automatic reward credit, leaderboard for your power referrers.
05
Win-back campaigns
Customers gone 11+ months get a personalized win-back. Recovers 18% on average.
06
Cohort retention
See which trades, plans, and acquisition channels actually retain — not just convert.
Anatomy

Inside the service plan engine.

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📷 Service plan dashboard
Plan dashboard — plan roster on the left, individual plan detail on the right with cadence calendar, member benefits, and renewal status.
01
Plan roster
Every active plan customer, color-coded by status: active, lapsing, renewed, churned.
02
Cadence calendar
12 months of auto-booked tune-ups. Drag to reschedule individual visits.
03
Member benefits
Priority dispatch flag pulses on the Schedule board when a plan member calls.
04
Renewal pipeline
T-30, T-14, T-7 nudges fire automatically. You see who's at risk before they cancel.
05
Referral tracker
Per-customer share link, reward credit posted to their next invoice automatically.
Retention motions

Eight ways to make every customer a long-term one.

01
Service plans
Monthly + annual bundles.
02
Tune-up cadences
Auto-book 12 months out.
03
Review automation
Routed by NPS score.
04
Referrals
Tracked, credited, leaderboards.
05
Win-back
Lapsed-customer campaigns.
06
Anniversary touch
1-year, 5-year, 10-year notes.
07
Birthday discount
Optional, low-cost retention nudge.
08
Cohort dashboards
See which channels retain best.
From the field
"Service plans changed our P&L. Half our revenue is now recurring tune-ups that book themselves. The first emergency call is just the start of a 5-year relationship."
TB
Tasha Bell
Founder, Bell Pool & Spa
Get started with Homespace

More jobs done.
Money in faster.

Free for 14 days. No credit card. Talk to a real human if you'd like a hand getting set up.

Homespace

Software for service businesses run by people who'd rather be on the job than the laptop.

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