Recurring revenue is the calmest money in your business
Perché tracks maintenance contracts coming up for renewal and finds happy customers who were never offered a plan.
A maintenance plan turns a one-time job into a relationship. It smooths out the seasonal swings and gives your techs a reason to be in the house before something breaks.
Two things go wrong. Existing plans quietly expire because nobody's watching the renewal dates. And customers who have paid you for real work have never actually been asked to join a plan.
Perché handles both: it tracks contract renewals, and it lists customers with completed paid work who've never been on a plan.
How Perché finds it
Renewals and opportunities, kept honest.
- ✓Contracts you enter (or that Perché suggests from recurring service history) are tracked with their renewal dates.
- ✓Renewals within 45 days, and any past due, are flagged; a contract past its renewal date with no action is marked lapsed automatically.
- ✓Upsell candidates are real customers with completed, paid jobs at least 30 days into the relationship who've never had a maintenance plan.
- ✓An upsell is valued at your own average annualized plan value — never an industry number — and kept out of the revenue-at-risk total, because it's new revenue, not recovered revenue.
What you get
Never miss a renewal
Upcoming and overdue renewals in one list.
Plan-pitch list
Customers worth offering a plan to, with the history that makes them a fit.
Recurring revenue at risk
A portfolio view of maintenance revenue slipping away (Professional).
From flag to recovered dollar
Straight talk
Common questions
Related
See what your own numbers say
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