Creating Service Packages and Maintenance Plans
Service packages let you sell recurring maintenance plans to customers — annual boiler services, quarterly inspections, monthly callout cover, and more. Trade2Base automates the scheduling, reminders, and job creation so nothing falls through the cracks.
Service packages generate predictable recurring revenue. Boiler service plans typically retain 70–80% of customers year-on-year.
How to create a service package
In the main navigation, open Settings and select Service Packages from the left-hand menu. Click "New package" to open the package builder.
Give the package a clear name your customers will recognise, for example "Annual Boiler Service Plan" or "Quarterly Electrical Inspection". Set the price as a monthly or annual charge. Both options are available and you can offer customers a choice.
List the visits, tasks, and callout coverage included in the package. For example: one annual boiler service visit, priority callout response within 4 hours, and parts included up to a specified value. Be specific so customers know exactly what they are paying for.
Choose how many days before the plan expiry date Trade2Base should send a renewal reminder to both you and the customer. 30 days is a good default. The reminder is sent automatically via email or WhatsApp depending on the customer's preferred channel.
Go to the customer record, open the Packages tab, and click "Add package". Select the package from your list, set the start date, and save. The customer is now enrolled in the plan.
When a package job is due, Trade2Base creates the job automatically and notifies the assigned engineer. You can review and confirm scheduled jobs in the Jobs list or schedule view before they go out to the engineer.
Frequently asked questions
Yes. Create a separate package for each tier. Give each a distinct name and price, and define different levels of coverage in the inclusions list. Customers can be enrolled in any tier.
Yes. When setting up a package, enable the Auto-invoice option and choose the billing frequency (monthly or annually). Trade2Base generates and sends the invoice automatically on the renewal date.
Trade2Base marks the package as lapsed on the customer record and stops creating automated jobs. You can see all lapsed packages in Settings → Service Packages → Lapsed to follow up.
Yes. Go to Settings → Service Packages and click on any package name to see a list of all enrolled customers, their start dates, expiry dates, and renewal status.
Yes. On the customer record, open the Packages tab and click Pause next to the active package. The package is paused and no new jobs are created until you resume it. Expiry dates are not automatically extended during a pause.
Still need help? Contact support
Service packages, automated invoicing, and renewal reminders — all handled by Trade2Base so you can focus on the work.
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