Business Retainers

Replace one-off field-service approvals with one monthly operating rhythm.

PeakMode turns notary appointments, document courier runs, same-day document movement, and office errands into predictable monthly or annual support agreements for Oklahoma City offices.

Review Annual Savings Plan
Monthly flexibility Annual operating plan

Retainer-first services

The service catalog now works like a support plan, not a checkout menu.

Mobile Notary, Document Courier, Same-Day Document Runs, and Business Errand Routes stay available, but the higher-value path is recurring support with saved details, planned capacity, and consolidated billing.

01

Mobile Notary

Appointment support for signers, offices, and clients who need the time, location, and completion record kept organized.

02

Document Courier

Local document pickup and delivery for legal, title, real estate, tax, and clinical offices that need clear handoff notes.

03

Same-Day Document Runs

Approved same-business-day movement for eligible contracted requests submitted inside the service window.

04

Business Errand Routes

Recurring local runs for offices that lose too much time to pickups, drop-offs, supplier errands, and repeat handoffs.

Transactions vs. retention

Stop approving one run at a time.

When the same office needs repeat document movement, pickups, notary support, or route help, a retainer removes the quote-by-quote drag and gives your team a cleaner monthly lane.

One-off runs
PeakMode retainer
Quote delaysEvery request waits for review.
Approved laneRecurring work moves faster inside your account terms.
Receipt clutterSmall invoices pile up all month.
Monthly itemizationRuns, notes, and billing stay together.
Inconsistent timingYour team has to chase availability.
Scheduled route blocksWeekly or recurring routes get planned ahead.
Variable spendEach run feels like a new decision.
Predictable supportBudget the month before the work starts.

Fixed-rate retainer architecture

Choose the level of field support your office needs every month.

Pricing is finalized after route review, service area confirmation, compliance boundaries, and volume expectations. The structure below is the contract framework.

Monthly view active. Annual options show a 20% rate discount once the contract scope is approved.
Best for Realtors & Small Businesses

The Core Blueprint

For teams that need 3–5 local runs each month and want to stop rebuilding the request, quote, and approval workflow every time.

Custom monthly quote

Billed monthly. Best for 3–5 approved runs per month. 30-day notice for cancellation or downgrade.

  • Saved pickup, delivery, and billing details
  • Mobile notary coordination and document courier requests
  • Same-day document runs by availability and service window
  • Monthly itemization with completion notes
Best for Fast-Paced Law Firms

The Peak Velocity Retainer

Our flagship plan for law firms and title companies that need weekly route structure, priority courier dispatch, and same-business-day turnaround for approved in-scope requests.

Priority monthly quote

Billed monthly. Built for recurring weekly routes and priority dispatch. 30-day notice for cancellation or tier changes.

  • Scheduled weekly route blocks
  • Priority dispatch for approved document courier work
  • Same-business-day commitment for eligible requests submitted inside the contracted window
  • Consolidated monthly itemization for partners and accounting
Designed for Daily Title Closings & Medical Networks

Fractional Field Infrastructure

For organizations that need a dedicated daily block of route time, higher-control handling by review, and one accountable account dispatcher.

Enterprise route quote

Billed monthly after route audit. Designed for daily blocks, dedicated dispatch coordination, and custom handling requirements.

  • Dedicated daily route-time block
  • Account dispatcher for scheduling and route coordination
  • Privacy-aware and documentation-focused handling requirements reviewed before acceptance
  • Quarterly route review for scale, timing, and account efficiency

Contract activation

What happens after your retainer is approved.

Your office does not get handed a generic subscription. PeakMode reviews your route pattern, service types, timing, locations, and documentation needs before activating the account.

  1. Route auditWe review locations, volume, deadlines, and services your team actually repeats.
  2. Contract scopeYour monthly route capacity, rollover rules, request windows, and boundaries are written clearly.
  3. Portal setupYour saved service details and billing workflow are prepared for faster rebooking.
  4. Monthly reviewYour account can be optimized when demand, seasonality, or office volume changes.

Retainer questions

Reduce contract anxiety before the first invoice.

These answers are written for business owners and office managers who need predictable support without getting locked into the wrong structure.

What happens if we do not use all scheduled runs this month?

Eligible unused runs can roll into the next billing cycle when the contract includes rollover. Core Blueprint can roll up to 1 eligible unused run. Peak Velocity can roll up to 2. Enterprise rollover terms are written into the custom agreement after route review.

Can unused runs cover a different service type?

Usually yes when the replacement task is inside the approved service scope, service area, and handling requirements. Specialized or compliance-sensitive requests still require review before acceptance.

How do we scale during peak seasons, like tax season or real estate rushes?

Your account can be upgraded inside the Client Portal or through your account review. PeakMode can move you into a higher tier, add temporary route blocks, or convert frequent one-off requests into a revised monthly plan.

Can we scale the tier mid-month?

Yes. If capacity is available, a higher tier or temporary route block can begin mid-cycle. The billing adjustment is documented before the additional work is scheduled.

What is the commitment term?

You can choose a flexible month-to-month retainer or an annual partnership plan. Month-to-month gives flexibility. Annual agreements provide a 20% rate discount after scope approval and can include stronger route planning, rollover rules, and account review cadence.

How do renewals work?

Month-to-month retainers continue until changed or canceled with the notice period in the agreement. Annual retainers are reviewed before renewal so route volume, pricing, service area, and handling needs can be updated instead of blindly repeating old terms.

What is the notice period for cancellation?

Standard monthly retainers use 30 days notice. Annual agreements use the notice and renewal terms written into the signed scope because capacity may be reserved in advance.

Are legal, medical, or regulated services included automatically?

No. PeakMode can support accepted field-service tasks, but it does not provide legal, medical, laboratory, law-enforcement, financial, or regulatory advice. Medical courier-related, drug-testing-related, and process-service-related requests are reviewed before acceptance.

What makes a request eligible for faster booking?

The task must match your approved service scope, service area, timing window, handling requirements, and account rules. If a request falls outside that scope, PeakMode reviews it before dispatch.

Ready for predictable field support?

Turn repeat local runs into a fixed-rate operating plan.

Send your corporate email, budget tier, and biggest operational bottleneck. PeakMode will use that to recommend the right monthly or annual structure.

Review Annual Savings