HVAC and plumbing service plans
Keep members, their equipment, the visits done and renewal dates together. The Season Board shows which tune-ups are due and when. Pro adds a signup page where customers join and pay online.
SOLO $14.99 A YEAR OR $39.99 ONCE · PRO $14.99 A MONTH OR $149.99 A YEAR
The Season Board shows the two seasons side by side with each member in the week their visit is due. A card turns amber two weeks before its window closes and red when the window is missed. Drag a card onto a week to book it, or filter the board by technician.
Each member carries their plan, start day and renewal day, their address, phone and email, and the units at the property: furnace, air conditioner, heat pump, boiler, water heater or mini split. The page shows the visits done, the next due window and every payment on record, and reads as active, lapsed or cancelled.
On the driveway, the checklist comes from the equipment on file, with your own lines per unit type. Record readings, filter changes, photos, recommendations and notes. Take the customer’s signature and share the visit report as a PDF.
Name a plan, set its price and billing (monthly, yearly or one payment), choose the seasons it covers and write what is included. Three starter plans come ready to edit. A membership agreement PDF carries your own terms, the plan, the member and two signature lines.
Log cash, cheque, card and transfer payments by hand. The Money tab shows this month and this year, revenue by plan and the payment log, and exports the renewal list and payments as CSV.
Pro publishes a page in your shop’s name where customers pick a plan and sign up, with dues paid online through your own Stripe account as a subscription or a single payment. Each member gets a Club Card link showing their plan, visits done and the next due window, with a button to request a visit.
On Pro, the owner’s phone and two technicians’ phones show the same board. Records live on PlanRing’s servers; the app keeps a local copy, shows it when the phone has no signal and sends changes when the connection returns.
On Solo and Pro, phone reminders cover a visit window opening, a window closing in two weeks and a renewal thirty days out, worked out from each member’s start day and plan.
Online payments run through the shop’s own Stripe account. PlanRing keeps 1% of what is collected that way, and payments logged by hand cost nothing.
Every member, visit and payment stays readable and printable on every tier. If your paid access ends, existing records remain readable and printable. Standard keeps up to ten members.
Up to 10 members with the Season Board, members and equipment, visit records, both PDFs and payments logged by hand.
A 14-day Pro trial is offered in the app; it starts only when you tap it.
You can start without creating an account; the app signs in automatically. Add an email and password in Settings to open the same shop on a second phone or to give a technician a seat.
Yes. The app keeps a local copy of the shop and shows it offline. Changes made offline are sent when the connection returns; paying online and publishing the page need a connection.
Connect your shop’s own Stripe account from the Money tab. Members pay through the signup page or a payment link, and the money goes to your account. PlanRing keeps 1% of what is collected this way; Stripe’s own processing fees are separate.
No. PlanRing keeps maintenance plan members, visits, renewals and dues. It does not schedule repair jobs or send invoices.
Everything you recorded stays readable and printable. Adding members past the standard tier’s ten needs Solo or Pro again.
On Pro, yes. The owner and two technicians share the shop; a technician sees the Season Board and records visits.
The page and Club Cards are in English and Spanish, chosen from the visitor’s browser. The app itself is in 10 languages.
Set up your shop, add three members and see their due windows on the Season Board.