would hire the same provider again
Past customers are a real growth audience.
Recurring service plans
Manage Recurring Service From The Customer Record.
Create service plans, enroll existing customers, track membership status, and use Stripe for eligible recurring billing.
- Guided setup
- Connected customer record
- Readiness shown before launch
Illustrative product workflow
The Customer Relationship Does Not End At Payment.
Consistent follow-up, clear communication, and a strong service experience create the conditions for reviews, referrals, and repeat work.
would refer after a great experience
Follow-through can compound into new demand.
expect text updates
Consistency builds confidence before and after a job.
Survey of 1,040 US homeowners and household decision-makers.Housecall Pro 2025 Customer Service Report
The Workflow Problem
Where Disconnected Work Creates Risk.
These are operating risks to inspect, not promised losses or fabricated benchmarks.
Plan terms live in notes
Price, interval, benefits, and included service are difficult to administer.
Members are duplicated elsewhere
Membership and customer history no longer share the same record.
Billing state is unclear
The business cannot distinguish plan status from payment-provider readiness.
Inside The Workflow
What Velocity Handles And Exposes
Product behavior, review states, and dependencies are shown without attaching an unsupported outcome.
PLAN
Define Recurring Service Terms
Keep price, interval, benefits, visits, and discounts together.
- Monthly, quarterly, or yearly
- Benefits and included service
- Active or retired state
ENROLLMENT
Link The Existing Customer
Enroll from the customer record and retain notes and membership status.
- Customer-linked membership
- Enrollment state
- Member history
BILLING
Use Stripe When Eligible
Start recurring billing only when the business and payment provider are ready.
- Stripe connection
- Billing readiness
- Pause and resume state
Guided Setup
How Memberships Becomes Ready For Use
The exact dependencies vary by provider, plan, and business workflow.
1
Map The Workflow
Confirm the customer moment, business owner, expected next step, and exceptions.
2
Connect The Requirements
Complete the relevant account, provider, permission, data, and configuration steps.
3
Review And Test
Approve customer-facing behavior and run one end-to-end test before activation.
Observable Workflow
Memberships In The Real Customer Journey
This comparison describes product behavior, not a promised business outcome.
| Moment | With Velocity | Disconnected Process |
|---|---|---|
| The business creates a plan | ✓ Price, interval, benefits, visits, and discount stay together | Membership terms live in notes |
| A customer enrolls | ✓ The membership links to the existing customer record | The customer is duplicated in another system |
| Stripe is connected | ✓ Eligible enrollment can begin recurring billing | Billing must be recreated manually |
| A plan is retired | ✓ New enrollment stops while existing history remains | Active customer records are broken |
The business creates a plan
- With Velocity
- ✓ Price, interval, benefits, visits, and discount stay together
- Disconnected Process
- Membership terms live in notes
A customer enrolls
- With Velocity
- ✓ The membership links to the existing customer record
- Disconnected Process
- The customer is duplicated in another system
Stripe is connected
- With Velocity
- ✓ Eligible enrollment can begin recurring billing
- Disconnected Process
- Billing must be recreated manually
A plan is retired
- With Velocity
- ✓ New enrollment stops while existing history remains
- Disconnected Process
- Active customer records are broken
Clear Answers
Questions Before You Decide.
See The Workflow With Your Own Business.
Bring one real lead source, customer journey, or operating problem to the demo. We will show what Velocity owns, what still needs a provider connection, and which plan fits.