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Equipify.ai
Maintenance Plans

Build Predictable Revenue With Maintenance Plans

Equipify.ai helps service businesses create, manage, renew, and grow recurring service agreements and preventive maintenance programs.

No Credit Card Required

Maintenance Plans Dashboard
Active Plans
847
+12% this month
Renewals Due
34
Next 30 days
Monthly MRR
$48.2K
+8% growth
Upcoming PM Visits
127
Expired Plans
18
Retention Rate
94.2%
Plan Distribution
Bronze Plans
312
Silver Plans
389
Gold Plans
146
Revenue Growing
+$4.8K MRR this quarter
MorePredictable Recurring Revenue
AutomatedPM Reminders and Renewals
HigherPlan Renewal Visibility

Recurring Revenue Changes the Business

Better Cash Flow

Predictable monthly or annual revenue smooths out seasonal ups and downs.

Stronger Customer Retention

Plan customers stay longer and spend more over their lifetime.

Higher Company Value

Recurring revenue makes your business worth more to buyers and investors.

More Predictable Scheduling

Know what work is coming so you can plan capacity and routes ahead.

Easier Upsells

Routine visits create natural opportunities to recommend upgrades and repairs.

Less Seasonality Stress

Plans fill gaps in slow months and balance high-demand periods.

Built to Grow and Manage Plans

Create Plan Types

Bronze, Silver, Gold, custom agreements — build plans that fit your customers.

Schedule Preventive Visits

Auto-manage due dates and service intervals for every covered asset.

Renewals Tracking

See what is expiring soon and take action before plans lapse.

Billing Visibility

Track plan revenue, payment status, and contract terms in one place.

Customer History

Tie plans to assets and service records for complete visibility.

Multi-Asset Accounts

Manage plans across many units for commercial and multi-site customers.

Keep Plans Active Without Manual Chasing

Renewal Reminders

Automated outreach before plans expire.

Service Due Notices

Customers and techs know when visits are coming.

Expiration Alerts

Catch lapsing plans before you lose the customer.

Upgrade Opportunities

AI identifies customers ready for better plans.

Lapsed Customer Reactivation

Win back expired plan customers with targeted follow-up.

Internal Follow-Up Tasks

Assign renewals and outreach to your team automatically.

Perfect for Ongoing Service Businesses

HVAC-R
Medical Equipment
Fire & Security
Plumbing
Calibration
Commercial Equipment
Garage Door
Industrial Service

Connected to the Whole Platform

Plans tie directly into scheduling, work orders, invoices, customer assets, AI opportunities, and reporting.

Scheduling
Work Orders
Maintenance Plans
Invoices
AI Insights

Create Revenue That Comes Back Every Month

Start your free 14-day trial and grow smarter recurring income.