Five retention dashboards that turn passive customer data into proactive outreach. Expiring credit cards. Memberships about to lapse. Service appointments due. Post-job surveys. Lead follow-up. Plus a unified retention dashboard that rolls them all up.
Office team works the list. Membership saved, service booked, review captured. The unified dashboard rolls all five workstreams up so the office manager sees the entire retention pipeline at a glance.
/follow-up/expiring-credit-cards
Customers whose stored card expires this month or next. Office calls before auto-pay fails. Save the membership instead of canceling it.
No ServiceTitan equivalent/follow-up/expiring-memberships
30-day renewal window. Office knows exactly who to call this week. Re-signs become routine instead of forgotten.
/follow-up/recurring-service-events
Customers approaching their next planned visit. Pre-book before they call the competition. Membership obligations met, customer happy.
/follow-up/surveys
CSAT after every completed job. Track sentiment over time. Catch unhappy customers before they leave a 1-star Google review.
/follow-up/leads
Every lead with attribution. Old leads that never converted? Re-warm. Half-finished signups? Recover. Source attribution lives with the row.
/follow-up
One screen, every retention workstream. KPIs across all five sub-routes. Office manager sees the entire pipeline at a glance — no clicking between 5 separate dashboards.
No ServiceTitan equivalentSold Estimates dashboard + Unsold Estimates dashboard + AR Collection Loop (cron → email → portal Pay Now → Stripe) are included in every Essentials and Professional tier. Outreach Pro is the proactive-retention upgrade on top.
ServiceTitan splits retention across Marketing Pro and Reporting Pro. Outreach Pro covers more, for one price.
| Capability | ServiceTitan | ONEREQ PRO |
|---|---|---|
| Sold Estimates dashboard | Reporting Pro $149/mo (partial) | ✓ Base |
| Unsold Estimates dashboard | Reporting Pro (partial) | ✓ Base |
| AR Collection Loop | Mktg Pro + Reporting Pro | ✓ Base |
| Expiring Credit Cards outreach | ✗ Not offered | ✓ Outreach Pro |
| Expiring Memberships | Limited in Marketing Pro | ✓ Outreach Pro |
| Recurring Service Events | Basic in ST base | ✓ Outreach Pro |
| Post-Job Surveys | In Marketing Pro | ✓ Outreach Pro |
| Lead Follow-Up with attribution | In Marketing Pro | ✓ Outreach Pro |
| Unified retention dashboard | ✗ Fragmented | ✓ Outreach Pro |
| Total monthly cost (full retention stack) | $400–700/mo | $99/mo |
Annual prepay: $990/yr — save $198. 5 proactive retention dashboards + unified follow-up. ServiceTitan scatters this across $400–700/mo of Marketing Pro + Reporting Pro. We deliver Sold + Unsold Estimates + AR Collection Loop free in base, and bundle the proactive workflows into Outreach Pro at 75–86% under ServiceTitan.