Scheduling Yearly Garage Door Tune-Ups With a 365-Day Minimum
A yearly tune-up plan is the steadiest work a garage door company can sell. It is planned, it is not an emergency, it keeps the company's name in front of the homeowner every year, and it often turns up repairs the customer is glad to approve on the spot. The only way it fails is if nobody schedules it.
Tune-Ups Live on the Waiting List
The map that holds every due visit is explained in The Waiting List Map: Every Garage Door Visit That Came Due, on One Screen. This article covers the yearly tune-up plans that feed it.
In GarageDoorBossPro, recurring work is set by minimum days between visits. For a yearly tune-up, that number is 365. When a tune-up is completed, the count starts again, and the next visit comes due a year later on its own. Nobody keeps a list of who signed up when. Nobody sets calendar reminders.
Why Minimum Days Instead of a Fixed Date
A fixed date sounds simpler: every customer gets a tune-up in their signup month. In practice, it falls apart. A customer whose tune-up was done two weeks late one year would get the next one only eleven and a half months later. Rescheduled visits pile up in the same month. A busy cold snap pushes a batch of tune-ups back, and then they all come due together again next year.
Minimum days fixes that. The next tune-up is due 365 days after the last one actually happened. If a visit slipped, the next one slips with it, so the customer always gets a full year between visits. The schedule spreads itself out naturally.
Selling the Plan
Customers can sign up for a yearly tune-up plan in the customer app, where you list your services and pricing, or through the sign-up form on your website, which captures their card. A sign-up in Form Responses converts into a client with one click. Techs can also mention the plan on any repair or install visit, which is often the easiest sale of the year: the homeowner just watched the tech fix their door.
Price it the way you price it, for example a $129 tune-up, and decide whether the plan bills per visit or another way that suits your shop. The scheduling works the same either way.
Batching Tune-Ups by Area
Tune-ups are ideal route work. They take a predictable amount of time, they are not urgent, and they can be grouped. When a batch is due on the Waiting List, the office picks a part of town, takes the due and overdue pins there, and puts them on one van for one day. Auto-routing sorts them Closest First or Furthest First from the shop.
Many shops give tune-ups to the install van on days without an install, or tuck two or three around a half-day install. Keeping them off the repair van keeps that van free for same-day spring calls.
Telling Customers It's Tune-Up Time
Customers on a yearly plan are not expecting a call on any particular day, so the alerts do the heavy lifting. Once the visit is on a route, the night-before reminder lets them know it is tomorrow. If someone needs to be home or the car needs to be out of the bay, that is their cue. The on-the-way text goes out when the tech heads over, and the arrived text when the tech pulls in.
If a customer replies that tomorrow does not work, the office moves the visit on the board. It stays scheduled, just on a different day. For more on that, see Rescheduling Garage Door Jobs Without Losing Track of Them.
What the Tech Does on a Tune-Up
The tune-up runs on the door safety inspection checklist in the tech app: springs, cables and drums, rollers, hinges and brackets, tracks, door balance, the auto-reverse safety test, photo-eye sensors, opener force and limits, lubrication, bottom seal and weatherstripping, emergency release, and keypad and remotes. The tech records readings like door size, door age and opener age, sets a condition, and writes recommendations.
The office sees the results on the job and can print a Garage Door Safety Inspection report for the homeowner. When the report says “Repair recommended,” that recommendation becomes an estimate, and the approved estimate becomes a repair job on the board.
Keeping Every Plan Moving
The real measure of a tune-up program is whether every customer got their visit. Watching the Waiting List for overdue pins, the ones past the 7-day grace, is the simplest check. If overdue pins are building up, it is time to give the install van a tune-up day or two.
For how yearly tune-ups fit with the rest of scheduling and dispatch, go back to the garage door scheduling software page.
Let Tune-Ups Come Due on Their Own
GarageDoorBossPro brings every yearly tune-up back 365 days after the last visit and puts it on the Waiting List map to route.
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