Platform Features
From first call to final invoice — RevoField covers every step of the job lifecycle in one unified platform built for trade professionals.
Explore all featuresStop scrambling to fill your schedule every week. RevoField automatically generates recurring service jobs, notifies customers, dispatches your team, and keeps invoicing fast with plan templates — so you wake up every Monday with a full book of work without lifting a finger.
Every week starts at zero. Recurring jobs let you build a business where revenue arrives automatically — and you focus on growth, not survival.
You finish a furnace tune-up in October and mean to call back in April. Six months later you've completely forgotten, and the customer booked your competitor for their spring checkup.
Seasonal slow periods are brutal when your entire pipeline is inbound calls. Recurring plans create a guaranteed revenue floor that keeps the lights on even when the phone isn't ringing.
While you're quoting individual jobs one at a time, your competitors are selling annual maintenance plans. Their customers get automatic reminders and pre-paid service — yours have to remember to call.
Build a plan with a name, service type, frequency (weekly, monthly, quarterly, annually, or custom), and price. Save it once — use it for every customer. Templates take 3 minutes to set up.
When a tech completes a job, a prompt appears: "Would you like to set up a recurring plan for this customer?" One tap — the plan is active. No paperwork, no contract form, no office call required.
When the next service date arrives, RevoField automatically creates the job, notifies the customer by email ("Your annual HVAC tune-up is coming up — confirm your appointment"), and adds it to your dispatch board.
After each recurring visit, create an invoice in seconds from the plan template — line items, pricing, and customer details are pre-filled. Add a payment link and send. Zero retyping required.
See all active plans and upcoming jobs in one place. Know what's scheduled ahead of time so you can plan your team's workload accordingly.
Set up recurring service plans, automate scheduling, and create invoices in seconds from templates.
Create service plan templates with custom names, frequencies, pricing, line items, and checklists. Weekly lawn care, quarterly HVAC filter changes, bi-annual plumbing inspections — build them once and apply to any customer instantly.
7 days out, 48 hours out, and the morning of — customers get automated email reminders with a confirm/reschedule link. No-shows drop dramatically. Your office never has to make a reminder call again.
When a recurring job is completed, create an invoice in seconds from the plan template \u2014 line items, pricing, and customer details are pre-filled. Add a payment link and send with one tap.
Creating a recurring plan takes about 3 minutes. Go to Settings → Recurring Plans → New Plan. Choose a name, service type, frequency, price, and any checklist items. Save the template. Then, on any customer's record, click "Add Recurring Plan" and select your template. The system takes it from there.
By default, recurring jobs are created 14 days before the scheduled date so they appear in your dispatch calendar with enough lead time to assign a technician. You can configure this window from 7 to 60 days in settings depending on your planning needs.
Customers can reschedule through the Customer Portal. When they reschedule, the specific occurrence moves to the new date — but the recurring schedule remains on track for future visits. The next visit still generates based on the original plan frequency.
Yes. You can pause any recurring plan for any duration. While paused, no new jobs generate, no invoices send, and no reminders go out. When you resume, the plan picks up from the next scheduled date. This is useful for customers who are traveling, doing renovations, or seasonally inactive.
Yes. Recurring plan templates include all line items and pricing, so when a job is completed you can create and send an invoice in seconds — just tap the plan template and the invoice is ready to go. No retyping line items or looking up prices.
Yes. Each recurring plan can have a preferred technician assigned. When the system generates the next job, it will assign that technician automatically so your customers see a familiar face each visit.