Service Plans & Recurring Billing

Turn one-off jobs into recurring revenue.

Maintenance agreements, monthly retainers, and seasonal plans run themselves. Set up a recurring invoice once and OneBy charges the card on file every cycle, and bills big jobs by milestone.

Recurring invoices on any cycle: weekly, monthly, quarterly, or yearly
Charges the card on file automatically, no manual sending
Milestone billing for deposits and big installs
Payment terms and net-30 style billing for commercial accounts
How it works

Three steps, then it runs itself.

1

Set the plan

Build a recurring invoice or a milestone schedule once, with the amount, cycle, and customer.

2

It bills itself

OneBy charges the card on file each cycle or at each milestone, and reconciles it against the job.

3

You keep the revenue

Predictable monthly income with no chasing, and a clear record of what's billed and paid.

Who uses recurring billing?

Property managers, maintenance-plan shops, and anyone on a retainer. It turns a one-time customer into steady monthly revenue.

Can I bill big jobs in stages?

Yes. Milestone billing takes a deposit up front and the balance on completion, all tracked against the same job.

See it on your own calls.

Book a quick demo and watch Service Plans & Recurring Billing work on a real call, live.