Turn one-time jobs into recurring revenue.

Get more repeat customers, predict your revenue, and build a more valuable, sellable business, all in one simple CRM.

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Recurring revenue workflowsCustomer portalBusiness insights

Revenue Pipeline

Tuesday, September 15
Recurring revenue$18,420 +12.4%
Plan customers186 +14
Plan conversion31.8% +4.2%
Customer LTV$2,940 +8.1%
Convert every opportunityAutomation active
Leads 12
Sarah M. $,Exterior cleaning · New
Mike R.Window cleaning · Follow-up
Quotes 7
James T. $680Gutter + windowsRecurring plan offered
Emily D. $425Pest service
One-Time Jobs 18
Olivia C. $595Exterior windowsUpsell sequence running
Daniel W. $780Pressure washing
Recurring Jobs 186
Rachel K. $149/moHome exterior planActive recurring plan
Ben S. $89/moPest protection plan
POWERED BY TRUSTED PLATFORMS
ϟ BUILT FOR HOME SERVICE BUSINESSES

Built to Grow Recurring Revenue

House Pals CRM helps home service businesses turn one-time jobs into recurring plans with the tools you need to capture, follow up, and grow.

01

Lead Capture

Capture leads fast, qualify them, and move them into quotes without letting opportunities slip through the cracks.

JD

New Lead

Enter first name
Enter last name
(555) 123-4567
Enter email address
Select a service⌄
Select source⌄
Add any notes...
Lead Details
Status
● New Lead
Source
Facebook Ads
Created
Today, 10:24 AM
All Types⌄🟠 Leads🔵 Quotes🟢 One-Time Jobs🟣 Recurring Jobs
Smith Residence123 Maple Ave, Riverside
Recurring Customer
02

Map Everything

See your leads, quotes, one-time jobs, and recurring jobs on an interactive map so your team knows exactly where to go next.

03

Automations

Automatically move customers from leads to quotes to one-time jobs to recurring plans with upsell workflows, reminders, and follow-up sequences.

Lead Nurture Workflow ● Active

Automatically follow up with new leads and turn them into paying customers.

New LeadForm Submitted
Send EmailWelcome Message
Wait 1 DayDelay
Send SMSFollow Up
Create QuoteAction
Wait 2 DaysDelay
Send EmailQuote Reminder
Add to RecurringFollow Up

Customer Portal ↗

JS
John Smithjohn@smithhome.com
● ActiveYour Recurring PlanExterior Home CareHouse Washing + Gutter Cleaning
Next Visit
Apr 15, 2026

Book Add-On

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Business InsightsLast 6 Months⌄
$18,420Recurring Revenue↑ +24%
186Active Customers↑ +12%
73%Plan Conversion↑ +18%
$2,940Average LTV↑ +27%
04

Customer Portal & Insights

Give customers a portal to view plans, upcoming visits, and add-on services while you track LTV, recurring revenue, and plan performance.

$
Payments

Keep cards on file and make repeat billing easier.

Customer communication

Automated reminders, follow-ups, and plan messages.

Upsell workflows

Offer the next service at the right moment.

Team visibility

Keep office staff and field teams on the same page.

Why recurring plans

Stop rebuilding your revenue every month.

One-time jobs create spikes. Recurring plans create a base. House Pals helps you turn completed work into repeat relationships so you can plan ahead instead of constantly starting from zero.

Predictable revenue

Know what revenue is already coming in before the month starts.

Higher customer lifetime value

Keep great customers longer and create natural opportunities for add-ons and upsells.

A stronger, more sellable business

A larger recurring base reduces dependence on constant lead generation and makes the business easier to forecast.

Recurring revenue$18,420/mo
+43% this year
MarAprMayJunJulAugSep
Annualized$221k
Plan retention94.2%
Avg. plan$99/mo
Pricing

Built to pay for itself in recurring revenue.

We’re opening House Pals CRM to a limited group of home service businesses. Get early access, direct onboarding, and help building your first recurring-plan workflows.

EARLY ACCESS

House Pals CRM

Everything you need to start turning more one-time customers into recurring customers.

Leads, quotes & jobsRecurring plansCustom automationsCustomer portalBusiness insightsOpportunity map
FAQ

Questions before switching?

Is House Pals CRM only for recurring businesses?

No. You can still manage leads, quotes, and one-time jobs. The difference is that House Pals is intentionally designed to help you turn more of those one-time jobs into recurring plans.

Can I build my own recurring plans?

Yes. Create your own plan names, pricing, visit frequency, included services, agreements, and follow-up workflows around how your business already operates.

What can customers do in the portal?

Customers can view upcoming visits, manage their plan, and add additional services,creating more opportunities to increase lifetime value without adding office work.

What metrics can I track?

Alongside standard business metrics, House Pals is designed to surface recurring-plan metrics such as recurring revenue, plan conversion, retention, churn, plan mix, and customer lifetime value.

Can House Pals automate follow-up?

Yes. Build workflows around events like a new lead, sent quote, completed one-time job, upcoming visit, or inactive customer, then trigger texts, emails, tasks, or recurring-plan offers.

Sell the job once.
Keep the customer.

Turn your existing customer base into a more predictable recurring business with House Pals CRM.