Recurring jobs and billing
Some customers want the same service every week or every month. Review Monster's CRM lets you set that up once on the first job and then handles the repeats and the billing for you.
Each visit lands on the calendar ahead of time, and when it's marked Done, the invoice can be raised and the customer's card charged without anyone sitting down to do it.
Set the schedule once
When you create a job, choose Set recurring schedule. Pick how often it repeats, when it should stop (after a number of visits, on a date, or never), and how many days ahead each job should show up on the calendar.
The CRM shows you the total number of jobs and the date of the last one before you save, so there are no surprises. Each new job copies the items, crew and tags from the first one.
Bill per job, when it's Done
For each series you choose how billing works. The CRM can charge the card on file, text the customer an invoice link, leave a draft for you to review, or skip billing entirely.
- Charge the saved card automatically
- Send the invoice link by text and email
- Leave a draft invoice for the office
- No invoice at all
Recurring billing without a job
Some things are billed on a cycle rather than per visit, like a monthly storage container or a dumpster rental that runs past its first month. Recurring billing schedules raise an invoice every week, month or year and charge the card on file, or send a link if there isn't one.
If a charge doesn't go through, you're told, and the customer gets a link to pay instead. The automatic past-due reminders take it from there.
In practice
A property manager books weekly common-area cleaning for an apartment complex. The office sets it to repeat every Monday for six months, with billing set to charge the card on file. Each Monday the crew sees the job in the app, marks it Done when they leave, and the card is charged that afternoon. Nobody in the office touches it until the series ends.
Step-by-step help for recurring jobs and billing is in the Help Center, with short screen recordings.
Open the Help CenterQuestions people ask
Can the CRM charge a customer's card automatically after each job?
Yes. Set the series to charge the card on file and each job is invoiced and charged when it's marked Done.
What if the customer doesn't have a card saved?
They're sent a link to add one when the series is created. If a charge ever fails, they get the invoice link instead and you're notified.
Can I stop a recurring series?
Yes. You can cancel a series at any time and choose whether to remove the upcoming jobs that haven't been billed yet.
Works well with
One page per job with the customer, crew, items, photos, payments and a timeline of everything that happened.
Scheduling and dispatchA calendar built for crews: day, week, month, timeline and map, with jobs you can drag into place.
PaymentsTake cards online through your own Stripe account, save cards on file and track every refund.
InvoicesSend an invoice as a link that opens straight to it, with reminders, deposits and a clean PDF.
Recurring jobs and billing comes with the CRM
And the CRM comes with every Review Monster plan. Most people are up and running in about 30 minutes.