Bundling Plan Visits With One-Time Work
One Trip, Two Jobs
If a plan customer has a repair request and a visit due soon, do both at once.
Nearby Bundling
A plan visit due next week near tomorrow's big job can be pulled forward.
The Map Makes It Visible
Due plan visits and one-time jobs are both on the map.
Tell the Customer
"We'll do your checkup and the door at the same visit."
Track It
Bundled visits show up as fewer, longer stops and less drive time.
Keep Reading
Next in this series: Reminder Texts for Plan Visits. Before that came Tracking the Ages of Items on the House. For the full picture, go back to the home maintenance plans overview.
Turn One-Time Customers Into Plan Customers
Recurring visits that come due on their own, the items on every house and automatic billing. Try HandymanBossPro free for 14 days.
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