At Wallist, we’re always looking for ways to make your work easier, faster, and more efficient. That’s why we’re thrilled to announce Subscriptions, the latest feature designed to streamline your repetitive operations and improve client relationships. With Subscriptions, you can set up recurring invoices and jobs, making it effortless to manage ongoing services for your clients.
Save Time with Recurring Billing
Are you tired of manually creating invoices for repeat clients every month? Subscriptions in Wallist let you set up automatic billing cycles, such as weekly, monthly, quarterly, or even annually. Simply create a Subscription Plan in your Price Book, which includes:
- A name and description that appear on estimates and invoices.
- The rate you want to charge.
- The billing cycle, for example, $150 per month.
Once your Subscription Plan is ready, you can easily add it to an estimate for your client to approve. Or you can skip this step if you are already in agreement with a client and set it up on their behalf.
Tailored for Your Workflow
Subscriptions aren’t just about invoices, they’re flexible enough to handle recurring jobs too! When setting up a subscription for a client, you decide whether it’s for:
- Recurring jobs: Perfect for tasks like regular lawn care, house cleaning, or maintenance services.
- Invoicing only: Great for services that don’t require on-site work like storage units or online services.
Both jobs and invoices are fully customizable and you can choose the frequency, schedule specific dates, and even set an end date if the service is seasonal or limited. For example, you can create a subscription for summer lawn care that automatically stops at the end of August.
Why Subscriptions Matter
Subscriptions are more than just a convenient feature, they’re a powerful tool to grow your business:
- Increase efficiency: Automate repetitive tasks so you can focus on delivering great service.
- Boost client retention: Recurring plans make it easy for clients to commit to ongoing work, ensuring a steady income stream.
- Improve cash flow: Predictable billing cycles help you plan ahead and maintain financial stability.
Getting Started with Subscriptions
Setting up Subscriptions in Wallist is simple and intuitive:
- Create a Subscription Plan: Add the details in your Price Book, including the rate, billing cycle, and description.
- Add to Estimates: Include the plan on an estimate for client approval or skip this step to create a subscription instantly.
- Customize the Schedule: Choose the job or invoice frequency, set end dates, and fine-tune the setup to match your needs.
Experience the Power of Subscriptions Today
Whether you manage regular services like landscaping, house cleaning, or any other recurring job, Wallist Subscriptions are here to make your life easier. Say goodbye to repetitive tasks and hello to smarter workflows.
This feature is a big step forward in helping you run your business with confidence and ease. We can’t wait to see how Subscriptions transform your operations. As always, we’re here to support you every step of the way.
