You sold the memberships. We stop them quietly expiring.
PlanKeep imports your service-agreement list from any system, finds every lapsed, at-risk, visit-owed, and failed-payment member, and runs the renewal rescue for you — deferred-revenue schedule included for your bookkeeper. No new field-service platform. No $299/mo tier upgrade.
Members don't churn loudly. They just don't renew.
Most shops don't lose agreements on service quality — they lose them because nobody tracked the renewal date, followed up on a declined visit, or noticed the warning signs.
A lapsed plan is bigger than its price
A lapsed $250 membership isn't $250 lost — with pull-through repairs it's worth roughly $750/year, walking to a competitor who called first.
Owed visits are a liability
Visits you sold but never scheduled are revenue you owe, not revenue you earned — and a spring/fall crunch if everyone calls at once.
Your platform gates the fix
An independent buyer's guide (Oct 7, 2026) found recurring service plans sitting only on Housecall Pro's MAX plan at $299/mo billed annually, Jobber handling maintenance through generic recurring jobs, and deferred-revenue handling documented by almost nobody. A 3-truck shop shouldn't need an enterprise upgrade to keep its own members.
Your spreadsheet is where renewals die
PlanKeep turns that export into a scored, dated, drafted rescue in 3 business days — then keeps it current every month.
Start with the Audit — $149, guaranteed
If your Audit finds fewer than 5 at-risk, lapsed, visit-owed, or payment-failed agreements, we refund it in full. Your book was already tight, and we'll tell you so.
PlanKeep pricing
Straightforward plans — pick the tier that fits and check out securely. Every plan is described in full on the pricing page.
Leak Audit
One-time $149 USD
- CSV import (template provided — 9 columns)
- Every agreement scored: active / visit-owed / at-risk / lapsed / payment-failed
- Visits-owed ledger
- Deferred-revenue schedule
- Dollars-at-risk summary
Renewal Rescue
One-time $349 USD
- Everything in the Leak Audit
- Personalised renewal drafts for every at-risk member
- Owed-visit booking prompts
- Failed-payment recovery drafts
- Ready for your approval — nothing sends without it
Keep
$79 USD / month
- Monthly re-import + fresh risk report
- New renewal drafts each month
- Failed-payment flags
- Month-end deferred-revenue export
- Cancel anytime
More of what PlanKeep does
Features
One job, done completely: the renewal layer your field-service platform gates or skips.
Renewal-risk scoring
Every agreement in your export is classified: ACTIVE, VISIT-OWED, AT-RISK (≤45 days to expiry), LAPSED, or PAYMENT-FAILED — with the dollars at risk attached to each. The scoring engine is tested code, not a vibe.
Visits-owed ledger
Sold vs. delivered, per agreement — so the visits you owe stop being a surprise crunch and start being a schedule.
How it works
Deferred-revenue schedule
Prepaid amounts recognized per completed visit, exported for your CPA or QuickBooks. We produce the arithmetic schedule; your CPA confirms the recognition method. We never file or advise.
Failed-payment flags
Payment failures surfaced from your export's payment-status column — the members who didn't churn on purpose, and are usually the easiest saves.
Drafted rescue sequences
Renewal, owed-visit booking, and failed-payment recovery drafts in your shop's name. You approve every batch before anything sends — drafts first, always.
What you get
No migration, no lock-in
Works from a 9-column CSV exported from Jobber, Housecall Pro, ServiceTitan, QuickBooks, or a spreadsheet. No per-tech fees, no annual contract, cancel Keep anytime.
Which trades?
HVAC, plumbing, electrical, residential cleaning, landscaping, pest, garage door — any shop selling recurring service agreements.
Do you contact my customers?
Only with your written approval, per batch, from an address you control. Renewal outreach must honour applicable auto-renewal and marketing laws; our checklist flags them, and your counsel/CPA confirms specifics.
The details
Do you replace my FSM?
No. Scheduling, dispatch, and invoicing stay where they are. PlanKeep is the renewal / owed-visit / deferred-revenue layer alongside them.
Auto-renew compliance
State automatic-renewal laws still apply (e.g. California) even though the FTC click-to-cancel rule was vacated in July 2025. Our checklist covers it; your counsel confirms your specifics.
Quickstart
From CSV export to a scored, drafted rescue in 3 business days.
Going further
Order + intake
Check out securely with Stripe, claim your workspace API key on the claim page Stripe sends you to, and complete the intake: shop name / trade / truck count / contact email, your current system (Jobber / Housecall Pro / ServiceTitan / spreadsheet / other), and your approximate active agreements.
Export + send your CSV
Nine columns: customer, agreement_id, plan_name, start_date, end_date, price_paid, visits_included, visits_completed, payment_status. Template + worked example ship with every order — or ask us to send you the template first.
Get the Agreement Leak Audit
Within 3 business days: every agreement scored, the visits-owed ledger, a per-visit deferred-revenue schedule, and your dollars-at-risk summary.
In depth
Approve the drafts
On Rescue, you get the full draft pack — renewal sequence, owed-visit booking prompts, failed-payment recovery — in your shop's name. You approve every batch before anything sends.
Keep it kept
On Keep, we re-run it every month: fresh risk report, new drafts, payment flags, and a month-end deferred-revenue export, so the book never leaks again.
About PlanKeep
Small home-service shops sell maintenance memberships because members call them first and generate pull-through work — a $250 agreement is worth roughly $750/year that way. Then the renewals quietly die: nobody tracked the date, followed up the declined visit, or noticed the warning signs. The platform fix is gated — recurring plan tooling sits on top tiers like Housecall Pro MAX at $299/mo billed annually, and deferred-revenue handling is documented by almost none of them. PlanKeep does only this job, alongside whatever the shop already runs, from a CSV export, at a flat price. We're in pre-launch. The scoring engine is built and tested (5/5
More capabilities
What we won't do
We won't make you migrate platforms, charge per tech, contact your customers without your written per-batch approval, or bury the guarantee: fewer than 5 problem agreements in your Audit and it's refunded.
Pricing
Flat, published, no per-tech pricing. Start with the Audit; escalate only if the leaks are real.
Get your API key
After checkout, this page exchanges your Stripe session for your PlanKeep workspace API key — no email needed. Your payment provisioned a workspace automatically.
From the playbook
Your workspace is ready
Reveal its API key below. Your API key is shown exactly once — we store only its hash.
Start free — no card required
A free workspace tracks up to 25 agreements so you can run an import and audit end to end. Name your shop and its key is created instantly.
Prefer the command line?
Free workspace: curl -X POST https://plankeep-api.onrender.com/v1/signup/free -H 'Content-Type: application/json' -d '{"name":"Sunshine HVAC"}' Claim a purchase: curl -X POST https://plankeep-api.onrender.com/v1/claim -H 'Content-Type: application/json' -d '{"session_id":"cs_..."}'
More of what PlanKeep does
The gap (October 2026)
Small HVAC, plumbing, electrical, cleaning, and landscaping shops sell maintenance memberships ($150–$350/yr residential is typical) because members call them first and generate pull-through work. Then they lose those members quietly: PlanKeep does only this job, alongside whatever the shop already uses (Jobber, Housecall Pro, ServiceTitan, QuickBooks, or a spreadsheet). No migration. No per-tech pricing.
Landing page copy
Headline: You sold the memberships. We stop them quietly expiring. Subhead: PlanKeep imports your service-agreement list from any system, finds every lapsed, at-risk, visit-owed, and failed-payment member, and runs the renewal rescue for you — deferred-revenue schedule included for your bookkeeper. No new field-service platform. No $299/mo tier upgrade. The problem: How it works: 1. Export your customer/agreement list as CSV from Jobber, Housecall Pro, ServiceTitan, QuickBooks, or your spreadsheet. Send it to us. (Template provided — 9 columns.) 2. Within 3 business days you get the Agreement Leak Audit: every agreement scored — ACTIVE, VISIT
FAQ
What file do you need? A CSV with: customer, agreement_id, plan_name, start_date, end_date, price_paid, visits_included, visits_completed, payment_status. Template + worked example ship with every order. Which trades? HVAC, plumbing, electrical, residential cleaning, landscaping, pest, garage door — any shop selling recurring service agreements. Do you contact my customers directly? Only with your written approval, per batch, from an address you control. Drafts first, always. Do you replace ServiceTitan/Housecall Pro? No. Scheduling, dispatch, and invoicing stay where they are. PlanKeep is the renewal/owed-visit/deferred-revenue layer they ga