Planned

Maintenance Funnel

Service reminders, renewals and recurring follow-ups — so renewals are not lost to a missed reminder.

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✓Every schedule tracked ·  ✓Email, SMS, AI call ·  ✓Self-service booking ·  ✓Retention reporting
🗓️
🗓️ Maintenance Funnel

Recurring Revenue, Protected.

Recurring work is the most profitable revenue a business has — and it leaks through missed reminders, forgotten renewals and skipped follow-ups.

🔔
Reminders at the right interval

Set per service, not one blanket schedule.

📈
Escalation when unanswered

Email, then SMS, then a call — on your sequence.

🙋
Customers book the next visit themselves

Without calling your office.

Every
due date tracked
3
channels
Self
booking
At a glance
StatusPlanned
TracksServices, renewals, schedules
ChannelsEmail, SMS, AI call
BookingSelf-service
ReportsRetention and lost-renewal causes
What it does

What it runs.

🗓️
Tracks recurring services and renewals

Including seasonal and irregular schedules.

🔔
Automated reminders

At the interval each service actually needs.

📈
Escalation sequence

When the first reminder goes unanswered.

🙋
Self-service booking

The customer picks a slot without phoning you.

✅
Completed vs skipped tracking

So you can see what is really slipping.

📊
Retention reporting

Renewal rate and the reasons for the losses.

🔁
Complex and seasonal schedules

Not just a fixed monthly cadence.

How it works

Three steps.

01
Import services and schedules
What recurs, for whom, and how often.
02
Set reminder cadence and channels
And the escalation sequence for no response.
03
Run and monitor
Retention reported; exceptions surfaced.
Prerequisites

What has to be true underneath

📋
A list of recurring services
With their real intervals.
📇
Customer contact details
Current ones, reachable on at least one channel.
📅
A calendar for booking
So self-service booking has somewhere to land.
📈
Escalation rules
What happens on no response, and when to involve a person.
Sample output

What it produces.

Pricing is being finalized. Join the early-access list to be notified when it is available.

Maintenance Funnel — This month
312
Due
268
Confirmed
11
At risk
Reminder status
Reminder sent
312
Confirmed
268
Rebooked
28
Escalated to call
16
At risk
11

Frequently asked questions

Does it work for one-off services?

It is built for recurring work. Use the Operations Funnel for one-offs.

What if a reminder goes unanswered?

Your escalation sequence runs — SMS, then an AI call.

Related

Want to see it working?

Related tools: AI Calling · Operations Funnel · Platforms

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