Maintenance Plan Visit Usage Tracking
A done-for-you home services automation built for the Membership Coordinator, connecting Twilio and Mailchimp so the work below happens on its own.
What this automation does, step by step
The automation automatically tracks how many of a maintenance plan's included visits a customer has used and alerts them as they approach their limit, encouraging plan renewal or an upgrade to a higher tier instead of a customer discovering they're out of covered visits only when they call in and get an unexpected bill.
The membership coordinator no longer has to manually pull usage reports plan by plan, and customers who are reminded they're close to using up their plan's value renew at a noticeably higher rate than customers who find out cold at their next service call.
- Field service management platform (e.g., ServiceTitan or Housecall Pro)
- Zapier or Make.com
- Twilio (SMS)
- Mailchimp or email
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Done manually, a membership coordinator has to remember to follow up on every case individually, often relying on memory, phone calls, and whatever notes didn't get lost. It's the kind of work that quietly eats hours every week.
With this automation
- Low-stock and reorder alerts before you run out
- Vendor and subcontractor confirmations that chase themselves
- Preventive maintenance scheduled by usage or date
- Work orders and project milestones that update stakeholders
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