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Included in the Stack

Recurring-Service / Recall Sequence

Past one-time jobs moved onto a recall schedule, so maintenance work rebooks itself instead of being forgotten.

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Built for
HVAC · Plumbing · Dental hygiene
How it works

Step by step

  1. THE PROBLEM

    A one-time job should have been the first of many — a service every six or twelve months — but there is no system reminding the customer, so they drift.

  2. STEP 1

    Recall interval rules

    We set how often each customer should come back.

  3. STEP 2

    Due-date triggers

    When a customer is due, the sequence starts on its own.

  4. STEP 3

    Customer prompts

    They get a friendly reminder that it's time again.

  5. STEP 4

    Booking links

    One link lets them book without calling.

  6. STEP 5

    Recurring-revenue reporting

    You see the repeat work the sequence brought back in.

  7. THE RESULT

    Every completed job is scheduled for a recall at the right interval, the customer is prompted when it is due, and the follow-up booking lands in the calendar.

THE NUMBERS

86.5%

patient compliance with 6-month recall under a structured program (peer-reviewed periodontal study) — dental-specific, not generalized to trades

$18,000/yr

modeled example for a 200-job/yr HVAC company

Questions

How does the Recall Sequence work?

Every completed job is scheduled for a recall at the right interval. The customer is prompted when it is due, and the follow-up booking lands in the calendar.

Who is it built for?

HVAC, plumbing and dental hygiene, anywhere a one-time job should be followed by a service every six or twelve months.

What is included?

Recall interval rules, due-date triggers, customer prompts, booking links, and recurring-revenue reporting.

Can I buy the Recurring-Service / Recall Sequence on its own?

No. the Recurring-Service / Recall Sequence is delivered inside the Automation Stack, where three to five systems are built and connected as one. It is included in the Stack at no extra build cost.

How much does the Recurring-Service / Recall Sequence cost?

Every engagement is scoped and priced per client, based on what you need built. Book a call and we will give you a number.

Related Services

Tell us where the time, money, and work is slipping. We’ll tell you what’s worth fixing first.

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