Send a plan. The customer signs.
Recurring service plans your reps can send and customers can sign
With KrewDash service plans, you or a rep send a customer a link to a plan page. The customer reads the price and the visits and signs on the page. When they accept, KrewDash creates the confirmed visits and spreads them across the year. A rep who sends a plan through their own link is credited with the sale and every visit.
Join the founding crew
What you can do
- Build a lean plan: title, price and number of visits
- Send a customer a link to a page they can sign
- Have signed plans turn into confirmed visits automatically
- Let reps send plans and write their own quotes
- Credit the rep for the sale and for each generated visit
How it works
- 1You build a lean plan: a title, a price and a number of visits.
- 2You or a rep send the customer a link to a plan page.
- 3The customer reads the price and the visits and signs on the page.
- 4KrewDash creates the confirmed visits and spreads them across the year.
- 5The rep whose link the customer used is credited with the sale and each generated visit.
- 6You collect payment the way you already do; the plan page is the agreement and the schedule.
Who it is for
Window and exterior cleaning companies that want repeat customers on a schedule, and reps who sell plans at the door or by text.
What it does not do yet
The plan page is the agreement and the visit schedule. It does not take payment, so you collect the way you already do. Tap to pay is planned. Ask for it.
What it looks like in practice
Illustrations of the workflow for a window cleaning company, not customer stories.
Example: a quarterly plan from a doorstep
A rep sells a four-visit plan. They text the homeowner the link. The homeowner signs while the rep is still on the street, and four visits appear on the calendar, spread across the year.
Example: two services, one customer
A customer signs up for windows quarterly and gutters twice a year. The visits are phased apart so the cadence stays regular instead of piling into one month.
Compared with spreadsheets and group texts
| Task | Spreadsheets and texts | With KrewDash |
|---|---|---|
| Selling a repeat schedule | A verbal yes and a note to call later | A signed plan page with the visits attached |
| Scheduling the visits | Booking each by hand | Confirmed visits are created for you |
| Crediting the seller | Remembering who sold what | The rep's link credits the sale and every visit |
| Pricing | A different price each time | A plan with a price per month, per quarter or every six months |
Questions about recurring service plans
Does the plan page take payment?
Not today. The plan is the agreement and the schedule. You collect payment the way you already do.
How is a plan priced?
A plan has a price per month, per quarter or every six months, and a set of visits spread across the year.
Who gets credit for the sale?
The rep whose link the customer used.
Can a rep write their own price?
Yes. Reps can quote a customer their own price on a plan and send it.
What if a customer wants to reschedule a visit?
Move the visit on the calendar and the rest of the schedule stays intact.
Is payment collected on the plan page?
Not today. Tap to pay is planned on the public request board.
Go deeper
Works with
Shared calendar & scheduling
One live calendar for the owner, reps and techs.
Door-to-door canvassing map
Tag doors, draw territories, see every rep's funnel.
Commissions & leaderboard
Rep and tech pay worked out per job, visible to each person.
$297/mo for full access. $97/mo for you plus two crew.
Built, branded and live in 72 hours. Month-to-month.