Recurring Invoices & Service Plans

Recurring invoices for contractors - set it once, get paid every period

Set the cadence once and FastEstimateMaker generates that period's invoice and sends it, on the payment rails you already use. Weekly mows, biweekly cleans, monthly pest service, quarterly maintenance - it goes out on time whether or not the week got away from you.

Weekly, every 2 weeks, monthly, or quarterly Generates and sends, never charges a card Stripe, PayPal, Square, Venmo Service plan visits on your schedule

Free to start, no credit card - and none on file from your customer either.

SERIES Monthly Lawn Care WEEKLY 2 WEEKS MONTHLY QUARTERLY AUTO-SEND ON $420.00 INVOICE #INV-1042 · Aug 1 $180.00 $180.00 $60.00 Total Due $420.00 EMAILED WITH PDF AND PAY LINK NEXT UP Sep 1 Same invoice, same total, sent on time. No card on file - your customer pays the link. STRIPE PAYPAL SQUARE VENMO

How recurring invoices for contractors work

Four steps; only the first three take your time.

STEP 1

Send the invoice you would have sent anyway

A series starts from a real invoice, so its line items, tax, and totals carry into every period after.

STEP 2

Pick the cadence once

Weekly, every 2 weeks, monthly, or quarterly - and you can stop it on a date or after a set number of invoices.

STEP 3

FastEstimateMaker generates and sends it

Each period the invoice is emailed with the PDF and pay link, or lands as a draft if you turn auto-send off.

STEP 4

Pause, change, or end it whenever

Pause, raise your rate, or end it - edits hit future invoices only, so anything already sent stays untouched.

It runs inside the rest of your paperwork: deposits at e-signature, invoices auto-drafted at signing, automatic review and appointment reminders. See everything else.

Works with the payment rails you already use

You do not switch processors to bill on a schedule - same pay options, same account, same payout timing as your one-off invoices.

Stripe

Card and bank payment, deposited to your own Stripe account.

PayPal

Your PayPal checkout, right on the pay link.

Square

Collected through the Square account you already run.

Venmo

The wallet many residential customers actually prefer.

No card on file required - and that is on purpose

FastEstimateMaker generates and sends invoices; it never charges your customer's card, so there is nothing on file and no autopay authorization to talk them into - and no failed-card cleanup or surprise-charge dispute later.

Turn repeat work into service plans

A recurring invoice bills the same job over and over; a service plan sells it as a membership. Define it once - name, price, cadence, visits per cycle - then enroll a customer; every period bills and schedules itself.

Monthly Lawn Care

Monthly, 4 visits per cycle

The mow route nobody re-books: four cuts, one invoice.

Biweekly House Cleaning

Every 2 weeks, 1 visit per cycle

Steady residential cleans, predictable bill, no card on file.

Quarterly Pest Control Plan

Quarterly, 1 visit per cycle

The classic four-treatments-a-year agreement, billed and scheduled quarterly.

HVAC Maintenance Plan

Quarterly, 2 visits per cycle

Spring and fall tune-ups, on the calendar before the heat.

Plans bill by auto-sent invoice only, never a card charge, and price changes apply to new enrollments. Members keep their job history.

Recurring invoice and service plan questions

No. FastEstimateMaker generates each period's invoice and sends it - it never charges a card, and nothing is stored on file.

Any time, in one tap: pause, resume, or end. Edits apply to future invoices only, so anything already sent stays untouched.

The same ones you already use - Stripe, PayPal, Square, and Venmo - on your own processor account, with no per-invoice fee.

A recurring invoice is billing on a schedule. A service plan is a named membership on top of it: same auto-sent invoices, plus the included visits scheduled.

Recurring invoices are included, not an add-on

Two plans, month to month - series and service plans are in both.

Solo

$29.99/month

Every office feature: AI estimates, CRM, portal, invoicing, recurring series, and service plans.

Canvass

$59.99/month

plus $19.99/month per sales rep

Everything in Solo, plus canvassing, territories, storm alerts, and team accounts.

Free to start, no credit card. See the full pricing breakdown, including the seasonal pause plan.

Put your repeat work on a schedule

Set the cadence once and stop chasing the same invoice every period. Included from $29.99/month.

Send your first invoice

No credit card required. Your first estimate takes 60 seconds.