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.

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.

Within 3 business days: every agreement scored, the visits-owed ledger, a per-visit deferred-revenue schedule, and your dollars-at-risk summary.

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.

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.