T-11: Maintenance plan with 2 visits a year and recurring billing

Name: T-11: Maintenance plan with 2 visits a year and recurring billing
Creator: Hugo Barrio García

Task definition

T-11 · Maintenance plan with 2 visits a year and recurring billing

Version 1.0.0 · Operator role: office

Pass criteria: Visits are generated automatically; billing recurs

Load ridgeline-membership-01 through ridgeline-membership-12 and their twelve customer records. Compare the membership count and each customer link with ridgeline-memberships and ridgeline-customers.
Configure ridgeline-membership-01 for ridgeline-customer-residential-01 with the specified two visits per year and recurring billing. Record the chosen start date, billing interval and invented test charge as execution inputs; no protocol price is implied.
Activate ridgeline-membership-01 using sandbox billing or a non-collecting test schedule. Reopen it and verify the stored customer, two-visit entitlement and recurring-billing configuration.
Advance the supported test schedule, or inspect its generated future schedule, for ridgeline-membership-01 without manually creating service visits. Count the automatically generated visits for one agreement year and capture their membership link.
Inspect recurring invoice generation for ridgeline-customer-residential-01 across two billing occurrences using a supported simulation or observed test events. Record the invoice references and membership link; a configured schedule alone is not evidence that billing recurred.
Capture the generated visits and recurring billing events for ridgeline-membership-01. If the trial cannot demonstrate both, record exactly what was visible and what could not be executed.

Fixture used

Ridgeline Comfort Heating & Air · Version 1.0.0

ridgeline-customers · customers · 1.0.0
ridgeline-memberships · memberships · 1.0.0
ridgeline-operation · operation · 1.0.0

Results by product

Pinned: Jobber · ServiceM8. All tasks are shown on desktop; narrow screens start with differences. These selected results are available without JavaScript.

Task results for the pinned products. Missing results mean insufficient evidence.
Task	Housecall Pro	Jobber	Kickserv	ServiceM8	ServiceTitan	Workiz
T-11 Maintenance plan	Housecall Pro Not tested UnverifiedT-11	Jobber Pass TestedT-11 2026-09-28	Kickserv Not tested UnverifiedT-11	ServiceM8 Pass TestedT-11 2026-09-30	ServiceTitan Not tested UnverifiedT-11	Workiz Not tested UnverifiedT-11

Price checked: Not verified
Last tested: 2026-09-30
Last edited: 2026-10-10

Housecall Pro

Not tested: Housecall Pro advertises a 14-day free trial, but its terms say the service is offered to users who reside in the US or Canada, and when we signed up on September 28, 2026 the onboarding form did not accept our Spanish phone number. Our lab is in Spain, so we have not run our tasks on it. What this page shows comes from public sources and is marked as documented, not tested.

Review: Housecall Pro

Jobber

pass · Grow

Recurring job #12 'Maintenance plan - 2 visits a year (ridgeline-job-maintenance-01)' for Fixture residential customer 02 at 102 Fictional Example Lane. Schedule = Recurring > Repeats 'Custom schedule...' > every 6 months on the 1st (day of month), 9:00-11:00, Priya, 'Ends after 2 years'. Jobber previewed 'Mar 1, 2027 - Sep 1, 2028, 4 visits, Repeats every 6 months on the 1st' before saving and generated the four visits automatically (Mar 01 2027, Sep 01 2027, Mar 01 2028, Sep 01 2028). Billing & automatic payments: billing type 'Visit based' or 'Fixed price'; invoice frequency options are monthly on the last day, 'After each visit is completed', as needed, once when job is closed, or custom; chose per visit, with the preview 'Total invoices 4, First Mar 1 2027, Last Sep 1 2028'. Line item RIDGELINE-MAINT $12.00 per visit. The job page shows 'Billing frequency: After every visit', an Invoicing row per visit ($12.00 upcoming) and a 'Get paid automatically' panel: automatic charging of the saved card requires Jobber Payments (not set up in the lab; would need a US bank account). There is no separate 'maintenance agreement/contract' object: the plan is a recurring job. Interaction note: the Repeats select had to be set via the DOM; the 'Every N' field accepts typing.

TestedT-112026-09-28

Execution exe-jobber-t-11-20260928-1 · Protocol 1.0.0 · MacBook Air M3 24 GB · macOS Tahoe 26.6.2 · Claude desktop built-in browser (Chromium) · Home fibre, Cádiz, Spain

Review: Jobber

Kickserv

Not tested: Kickserv's terms of service do not allow use of the service for benchmarking or competitive purposes, so we do not publish hands-on test results for it. What this page shows comes from public sources and is marked as documented, not tested.

Review: Kickserv

ServiceM8

pass · Premium Plus

Recurring maintenance needs the 'Recurring Jobs + Reminders' add-on (Add-on Directory label: Starter Plan; a separate free 'Simple Recurring Jobs' add-on also exists). After activation a 'New Recurring Job' action and a 'Recurring Jobs' tab appear on the Dispatch Board. The New Recurring Job form: customer, Job Template (mandatory - saving without one fails with 'Job Template is mandatory', and a new account has none, so we first created the template 'Fixture maintenance visit' with the RIDGELINE-MAINT line, $12, in the Job Templates add-on), recurring type ('Job should be automatically scheduled' or 'Reminder should arrive in the Inbox'), time, duration, staff, description, start date, frequency (every weekday, 1-4/6/8 weeks, 3/6/12/24 months, custom) and end (never, after N recurrences, by date). Setup: Fixture residential customer 02, every 6 months from Mon 1 Mar 2027, 4 recurrences, 8:00 for 1 hour, Priya. The form previews the future bookings (1 Mar 2027, 1 Sep 2027, 1 Mar 2028...) before saving; the Recurring Jobs tab then lists the series ('Every 6 Months on the 1st', next 03/01/2027, end 09/01/2028). Individual jobs are not created yet (none in the job list today), i.e. they are generated ahead of each date rather than all at once. Result pass: a real recurring series with preview, end rule and template, but it needs a Starter-plan add-on and a job template first.

TestedT-112026-09-30

Execution exe-servicem8-t-11-20260930-1 · Protocol 1.0.0 · MacBook Air M3 24 GB · macOS Tahoe 26.6.2 · Claude desktop built-in browser (Chromium) · Home fibre, Cádiz, Spain

Review: ServiceM8

ServiceTitan

Not tested: ServiceTitan has no self-serve trial. Its pricing page asks visitors to request pricing or book a demo with sales, and we do not open test accounts through sales calls. What this page shows comes from public sources and is marked as documented, not tested.

Review: ServiceTitan

Workiz

Not tested: Workiz advertises a 7-day free trial, but when we signed up on September 28, 2026 its onboarding asked for a phone number with a fixed +1 prefix, so we could not finish setup from our lab in Spain. The assistant on its website could not confirm availability outside the US and Canada and pointed us to a sales demo. We have not run our tasks on it. What this page shows comes from public sources and is marked as documented, not tested.

Review: Workiz