Recurring Service Plans
For Repeat Work
Annual boiler services, planned maintenance, monthly checks — keep ongoing work, the scheduled visits and the payment setup joined up, without rebuilding the same quote every cycle.
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A clearer way to run repeat work
Recurring work needs more than a one-off quote. Traddie keeps the ongoing plan, the future visits and the billing setup connected to the same customer, so repeat work runs with far less chasing each cycle.
- One plan covers the visits and the billing
- Future visits stay visible to the team
- Customers agree the arrangement up front
Service plan
Annual boiler service · Active
Next visit
12 Mar 2026
Frequency
Every 12 months
£96/yr
Last visit
Completed 14 Mar 2025
Billing
Auto-collect on visit
On
Manage plan →
Built for servicing and maintenance work
Keep repeat work clear for the customer and organised for the business.
Recurring plans
Set up ongoing work like servicing, planned maintenance and repeat visits without rebuilding the quote each time.
Scheduled visits
Future visits stay tied to the plan and visible to the team, so they don’t get lost after the first job.
Recurring billing setup
Choose the payment method in Settings and use automatic collections where recurring billing is enabled.
Quote to ongoing work
Agree the service with a quote, then run the long-term plan from the recurring area in the app.
Notifications & follow-up
Stay informed when customers accept, payment setup completes, or a plan needs attention.
Made for maintenance
Ideal for annual services, monthly checks, quarterly maintenance and other repeat trade work.
Why UK tradespeople run plans in Traddie
Frequently asked questions
What kind of work is a service plan for?
Anything that repeats — annual boiler servicing, planned preventative maintenance, monthly or quarterly checks, cleaning rounds, and other ongoing customer arrangements where they stay on a plan.
How does recurring billing work?
You choose the payment method in Settings. Where recurring billing is enabled, Traddie can collect automatically each cycle; otherwise you can invoice for each visit.
Do future visits stay scheduled?
Yes. Once a plan is active, the upcoming visits are tied to it and stay visible to your team, so repeat work doesn’t get forgotten after the first job.
Can I start a plan from a quote?
Yes. Use a quote to agree the service with the customer, then manage the long-term plan from the recurring area — the customer record stays joined up throughout.
Works with
Run recurring work without the admin mess
Keep the quote, the visits and the billing setup in one system with Traddie.
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