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Advice and answers from the Housecall Pro Team
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service plans
Service
Plans
FAQs
Frequently asked questions about the
Service
Plans
feature… the
Service
Plans
feature, you'll need to utilize $0
Service
Plans
… the
Service
Plans
app
Printing
Service
Plans
How to print or download a PDF copy of an existing customer
service
plan… Open the
Service
Plans
Dashboard from My Apps, then click
Service
Plans
… For more information about
Service
Plans
, please see
Service
Plans
FAQs Need help or have questions
Service
Plans
Scenarios
We run through common scenarios and questions for how to best set up and use
Service
Plans
… [Inline Video] For more information on
Service
Plans
please see our
Service
Plans
Collection or
Service
… To set up
Service
Plans
in Housecall Pro for customers who have already purchased and paid for
plans
Service
Plans
Starter Kit
Get started with
Service
Plan memberships to generate recurring revenue, streamline sales, manage
service
plan visits, and collect payments…
plans
Step 4: Develop a sales strategy for
service
plans
Step 5: Set up
service
plan reminders… [Inline Video]
Service
Plans
, also known as maintenance
plans
or
service
agreements, are recurring
Service
Plans
Dashboard Overview
How to read your
Service
Plans
Dashboard and use each section… To get started with
Service
Plans
for your business, check out our
Service
Plans
Starter Kit… Access Your
Service
Plans
Dashboard
Service
Plans
on Mobile
Frequently asked questions about using the
Service
Plans
feature on the Housecall Pro mobile application… For more information about
Service
Plans
please see
Service
Plans
FAQs… Add
Service
Plan from the
service
plans
tile
Billing and Payments for
Service
Plans
Service
Plan Overview to view your customer's billing and payment… Scroll down the page to see which specific
service
plans
have missing payments… Customer
Service
Plan Activity & Billing
Add A
Service
Plan Discount
Learn how to add Discounts to
Service
Plans
… For more information on
Service
Plans
, please see our
Service
Plans
Collection or
Service
Plans
FAQs… On your
Service
Plans
dashboard, in the top right-hand corner, click on +
SERVICE
PLAN
Service
Plan Reporting
Reports and metrics to help dive into your
service
plan data… Within reporting, if you are using
service
plans
, you will see a '
Service
plans
' option in the left sidebar… If you're using
Service
Plans
in Housecall Pro, you can now track the revenue generated from
service
Schedule
Service
Plan Visits
Service
plan visits can be scheduled from the jobs page,
service
plan details page or the
service
plan dashboard… For more information on
Service
Plans
please see our
Service
Plans
Collection or
Service
Plans
FAQs… Editing Visits From the
Service
Plans
Dashboard