Recurring payments and service agreements
Recurring billing for eligible service agreements.
When an eligible billing period arrives, CrewBrix can generate an invoice. Automatic charging requires auto-charge to be on and a valid saved payment method; then the charge can enter the payment queue.
How recurring billing works
This sequence is conditional: an invoice requires an eligible schedule, and automatic charging requires both the enabled setting and a valid saved method.
Step 01
Set up the agreement
- Trigger or precondition
- A service agreement has a customer, schedule, service pattern, price, and billing terms.
- Result
- Those details remain attached to the agreement.
Step 02
Reach an eligible billing period
- Trigger or precondition
- An eligible recurring schedule reaches its billing period.
- Result
- CrewBrix can generate the invoice for that period and attach it to the agreement and related visits.
Step 03
Enter the payment queue
- Trigger or precondition
- Auto-charge is on and the agreement has a valid saved payment method.
- Result
- The charge can enter the payment queue automatically.
Step 04
Update payment status
- Trigger or precondition
- A charge succeeds.
- Result
- The payment record and invoice status are available on the customer record and in payment history.
If an automatic charge fails
CrewBrix does not promise a retry interval or delivery channel. The failure path uses increasing delay and can create follow-up where delivery paths are available.
- 01
Retry
Failed auto-charges can be retried with increasing delay.
- 02
Notify
The failure can queue customer and owner follow-up where delivery paths are available.
- 03
Pause
After the final failed attempt, recurring billing can pause and the agreement's auto-charge can be turned off. A person decides what happens next.
Each payment attempt is recorded with the agreement, invoice, customer, and payment history. Check payment status on the customer record.
Service patterns
Recurring billing is for route work and agreements with a repeatable schedule and billing terms.
| Service pattern | Billing rhythm |
|---|---|
| Pool and spa routes | Weekly service with monthly billing. |
| Pest-control programs | Quarterly service with quarterly billing. |
| HVAC maintenance plans | Two tune-ups each year, billed on the agreement's terms. |
| Lawn and landscape routes | Weekly stops with a monthly invoice. |
| Cleaning agreements | A recurring visit and monthly charge. |
| Preventive maintenance contracts | Scheduled visits billed on the agreement's terms. |
Recurring billing questions
Current plan and add-on packaging is on the Pricing page.
What happens when a customer's card declines?
CrewBrix can retry the failed charge with increasing delay, record every attempt, and queue customer and owner follow-up where delivery paths are available. After the final failed attempt, recurring billing can pause and the agreement's auto-charge can be turned off.
Can CrewBrix bill my route customers automatically every month?
Yes. Eligible recurring schedules can generate the invoice for each billing period, and with auto-charge on and a valid saved payment method the charge can enter the payment queue automatically. Availability depends on your plan or active add-ons and the agreement being set up for recurring billing.
Does the billing stay connected to the customer and the work?
Yes. Each recurring payment record is tied to the business, the customer, the service agreement, the invoice, and the payment history. Check payment status on the customer record.
Which CrewBrix plans include recurring billing?
Recurring billing comes with qualifying paid plans and add-ons. Packaging moves while we're in founder pricing, so check the live Pricing page for the current lineup.
Set up recurring billing for an eligible agreement.
Use the trial to create the agreement, confirm its billing terms, and decide whether auto-charge should be on. Automatic charging also requires a valid saved payment method.