Service Plan Billing
Membership and maintenance plans tracked, with renewals nobody forgets.
What it does
Keeps your plan members, what each plan includes and when each renews. Before a renewal we email the member — replies come straight to you — and the plan rolls on to its next date. Billing runs through your own invoicing.
Exactly what happens
These are the behaviors the build is tested against before it goes live.
What we need from you
Answered once, during setup. Forge asks; you never touch a settings screen.
- plan tiers & pricing
- what each plan includes
- renewal wording
What it costs
Every account starts from a $49 monthly platform fee, and a one-time $299 setup. Larger crews pay a size multiplier, and running more than one package takes 10% off the rest. Your actual total is shown before you pay anything — nothing is charged until you approve the quote.
Going over does not switch anything off, and nothing is added to your bill on its own. If your volume settles above the line we talk to you first and you agree to the new price before it starts — that is the whole policy.
Works well with
Invoice & Payment Nudges
You did the work — this makes sure you get paid without awkward phone calls.
☎️Quote Follow-up
Sent quotes stop dying in silence — polite, persistent follow-up until yes or no.
🧾Deposit Collection
Big job? The deposit gets asked for automatically, the moment the quote is accepted.
☎️Inbound Call Handling
Every call answered, logged, and turned into a job — even when you're under a sink.
☎️Lead Capture & Follow-up
Every enquiry lands in one list, and nobody gets forgotten.
🗓️Scheduling & Dispatch
Your diary stays honest: no double-bookings, no back-to-back sprints across town.