Recurring Services
Quarterly windows, annual gutters, lights that go up every November. The most profitable customers in exterior cleaning are the ones who come back, and most software makes you manage them with cloned jobs and memory. ShineCRM gives recurring work a real system.
Why it's different
A recurring plan is a first-class record: its own pricing, its own schedule, its own history. Not a job you clone every quarter and hope you remember.
Raise the price for next season without touching this season. Effective-dated versions mean every visit bills on the terms that were true when it was booked.
Snowbirds leave for the winter. A skipped visit or a paused plan is one action, and the schedule stays coherent when they come back.
Frequency options with real prices sit on the estimate itself. Recurring revenue starts at the moment of sale, not as an upsell afterthought.
With Suds AI
Suds can watch your plans for overdue visits and draft the rebooking message in your voice. It drafts by default; where you opt in, it sends on its own, capped by budgets and reviewed by a supervisor AI. How Suds works →
Frequently asked
A recurring plan carries its own line items, pricing, and visit cadence (quarterly windows, annual gutters, yearly holiday lights). The plan keeps the next visit on your books, and each visit becomes a normal job your crew runs and you invoice.
Yes, cleanly. Revisions are effective-dated: change the price or terms and the new version takes effect from the next booked visit forward, without rewriting history. You can also pause, skip a visit, reschedule, or cancel, and undo a pending revision before it lands.
Yes. The customer portal shows their plan: what's included, the cadence, and the pricing they agreed to.
Offer frequencies on the quote (one-time, quarterly, annual, each with its own price) and let the customer pick, or convert an accepted estimate into a plan directly. Suds AI can suggest a per-line cadence from the estimate to save you the setup.
Suds AI can watch for overdue plans and draft the rebooking outreach in your voice. Like every Suds automation, it drafts by default and only auto-sends where you have opted in, with budgets and a supervisor AI on every send.
Recurring Services
Plans with real pricing, clean revisions, and follow-up that notices before you do.
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