Outreach Pro · Retention add-on

Stop losing customers.
Call them before they lapse.

Three retention lists that turn passive customer data into proactive outreach. Memberships about to lapse. Service appointments due. Lead follow-up. Plus a unified retention dashboard that rolls them all up.

One list every customer the office should call this week
See the Workflows
3 proactive workflows Sold/Unsold/AR free Unified dashboard
Unified follow-up dashboard
Revenue with retention-driven recurring service
Tech + advisor leaderboard
Memberships on iPad
ONEREQ PRO Field
Rex tip
Proactive retention workstreams, one office team, one list to work
Expiring Memberships Recurring Service Events Lead Follow-Up Unified Follow-Up Dashboard Sold Estimates (Base) Unsold Estimates (Base) AR Collection Loop (Base) Expiring Memberships Recurring Service Events Lead Follow-Up Unified Follow-Up Dashboard Sold Estimates (Base) Unsold Estimates (Base) AR Collection Loop (Base)
3
Proactive retention lists in the bundle
1
Unified dashboard across every retention list
Proactive retention workflows

Every workflow surfaces customers about to churn — before they do.

Office team works the list. Membership saved, service booked, review captured. The unified dashboard rolls every workstream up so the office manager sees the entire retention pipeline at a glance.

Expiring Memberships

/follow-up/expiring-memberships

30-day renewal window. Office knows exactly who to call this week. Re-signs become routine instead of forgotten.

Recurring Service Events

/follow-up/recurring-service-events

Customers approaching their next planned visit. Pre-book before they call the competition. Membership obligations met, customer happy.

Lead Follow-Up

/follow-up/leads

Every lead with attribution. Old leads that never converted? Re-warm. Half-finished signups? Recover. Source attribution lives with the row.

Unified Retention Dashboard

/follow-up

One screen, every retention workstream. KPIs across every list. Office manager sees the entire pipeline at a glance — no clicking between separate dashboards.

No ServiceTitan equivalent
🆓

Sold + Unsold Estimates stay in BASE

Sold Estimates dashboard + Unsold Estimates dashboard + AR Collection Loop (cron → email → portal Pay Now → Stripe) are included in the base platform. Outreach Pro is the proactive-retention upgrade on top.

In base
vs ServiceTitan

Scattered across two add-ons. Bundled in one.

ServiceTitan splits retention across Marketing Pro and Reporting Pro. Outreach Pro covers it in one place.

CapabilityServiceTitanONEREQ PRO
Sold Estimates dashboardReporting Pro (partial)✓ Base
Unsold Estimates dashboardReporting Pro (partial)✓ Base
AR Collection LoopMktg Pro + Reporting Pro✓ Base
Expiring MembershipsLimited in Marketing Pro✓ Outreach Pro
Recurring Service EventsBasic in ST base✓ Outreach Pro
Lead Follow-Up with attributionIn Marketing Pro✓ Outreach Pro
Unified retention dashboard✗ Fragmented✓ Outreach Pro
Outreach Pro · Retention add-on

Save the customer.
Before they churn.

Proactive retention lists + unified follow-up. ServiceTitan splits this across Marketing Pro and Reporting Pro. Sold + Unsold Estimates + AR Collection Loop stay in base; Outreach Pro bundles the proactive workflows. Talk to us and we’ll build it into your plan.

About the comparisons on this page. ServiceTitan, Housecall Pro, Jobber, FieldEdge and Successware are trademarks of their respective owners, referenced here for comparison only. ServiceTitan does not publish pricing for its add-on modules, so any figure we quote for them is contractor-reported rather than taken from a published price list, and is a range rather than a quote you will be given. Competitor features and pricing change often — confirm current terms with the vendor directly. Where we say a capability is not included, we mean it is not in that vendor’s entry-level plan as publicly described; it may exist as a paid add-on or be added later. Full comparison and methodology.