Built for independent service businesses
Turn care plans into a business you can actually see.
Members, recurring income, annual services and callout costs — organised in one calm workspace instead of scattered across spreadsheets and inboxes.
Your care plans at a glance
JB James Brown 12 Sep
SM Sarah Mills 14 Sep
AH Alex Hughes 18 Sep
The quiet problem
Care plans should create certainty. Poor admin creates the opposite.
Who needs a service next month?
Which plan covers that callout?
What does each plan really earn?
Whose payment needs attention?
CarePlanDone gives every question one reliable place to be answered.
One operational view
Everything promised to a member. Everything it costs your business.
Built around how plumbing, heating and other service teams actually run recurring plans.
Members and plans
Keep each customer, property, cover level and service date together. Import an existing list by CSV and carry on from there.
Service diary
See what is due in the next 30 days, book the work and roll the next annual date forward when it is complete.
Cover checker
Record a fault and make a clear covered, chargeable or review decision against the member’s plan.
True callout costs
Track labour and materials so you know which plans are healthy — and which need attention.
Recurring revenue
See active members and monthly recurring income without maintaining a second spreadsheet.
Payments without muddying ownership
Your customers pay your business — not CarePlanDone.
Each business connects its own Stripe account. Stripe handles secure onboarding and pays care-plan income directly to that business. CarePlanDone simply brings the payment status back into the operational picture.
- The business remains the merchant of record
- The business controls its Stripe Dashboard
- CarePlanDone does not hold homeowner funds
Start without the upheaval
From spreadsheet to control in three moves.
- 1
Create your business workspace
Your team’s care-plan operation stays separated from every other business on the platform.
- 2
Add or import your members
Bring across the customer, property, plan and next-service information you already have.
- 3
Run the work from one place
Review income, book services, record callouts and connect business-owned payments.
Straight answers
Questions businesses ask first.
Does CarePlanDone receive our customers’ money?+
No. The payments model is designed so each business connects its own Stripe account and receives homeowner payments directly.
Can we bring an existing member list?+
Yes. CarePlanDone includes a CSV import flow, so you can validate and bring in existing members without retyping every record.
Is it only for plumbing and heating businesses?+
That is where CarePlanDone starts, but the workflow also suits other service businesses selling recurring maintenance and cover plans.
Will it send customer reminders?+
The service diary prepares reminder information. Automated branded email sending is planned for a later release.
Early access
Put your care-plan business in order.
Create a workspace and start shaping CarePlanDone around the way your team works.
Open CarePlanDone