Recurring Maintenance Contract Scheduling
A done-for-you locksmith and security automation built for the Account Manager, connecting Google Calendar so the work below happens on its own.
What this automation does, step by step
For commercial clients with access control or security system maintenance contracts, this automation automatically schedules the recurring service visits required by the contract and reminds the client ahead of each one.
Contract compliance stops depending on someone remembering to book the next visit months in advance.
- Housecall Pro or ServiceTitan
- Google Calendar
- Zapier or Make.com
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
Manually, an account manager is stuck doing repetitive follow-ups and data entry that could otherwise run quietly in the background. It's the kind of work that quietly eats hours every week.
With this automation
- Multi-touch reminders that measurably reduce no-shows
- Waitlists that backfill cancellations automatically
- Self-scheduling with instant confirmations
- Dispatch and on-my-way updates sent to the right people
Often built alongside this one
Upsell & Cross-Sell Trigger Detection
Product usage data and billing history sync nightly from Stripe and the product database into HubSpot, where a set of trigger rules watches for…
Seasonal Contract Renewal Automation
As a customer's seasonal service contract nears its end, this automation automatically sends a renewal offer with updated pricing, and flags the…
Client Check-In & Upsell Trigger System
Every client account is automatically scored monthly based on usage, results, and engagement, and accounts that meet the "ready for upsell" criteria…
Placement Anniversary Check-In
At 30, 60, and 90 days after a candidate is placed, this automation automatically checks in with both the candidate and the client to confirm the…
Recurring Treatment Scheduling & Reminder
For customers on a quarterly or monthly treatment plan, this automation automatically schedules the next visit based on the service interval, sends…
Buyer Tour Day Itinerary Builder
When a buyer has several showings scheduled in one day, the automation automatically compiles the addresses into an optimized driving route and…