Video:

Step-by-step instructions:

Step 1: Click on MY APPS then SERVICE PLANS

Step 2: On your Recurring service plan dashboard, in the top right hand corner, click on + SERVICE PLAN

Step 3: Name the plan and add a description including all details about what the plan includes. Then press NEXT in the top right corner of the screen.

Step 4: Set the number of included visits per year, the plan duration, and payment options.Then press NEXT in the top right corner of the screen.

Step 5: Create any add-ons for this plan. Common add-ons include additional units or premium optional services that complement the base plan. Then press CREATE PLAN in the top right corner of the screen.


NOTE: If you do not setup your Service Plan to be payable by cash, check, other. That payment will not be available when you are accepting the service plan on behalf of the customer.

Use a Housecall Pro Recurring Service Plan Template 

Click here to create a new Recurring Service Plan

Once you've created a recurring service plan, you can send it to your customers through their customer profile: 

Click here to learn how! 

Related Articles

Send Recurring Service Plans to Customers

What will my customer see when I send them a service plan?

Delete or Cancel a Recurring Service Plan

Edit and Maintain Service Plan Visits 

Recurring Service Plan - Dashboard Overview

Check out how recurring revenue helps your service business grow.

Did this answer your question?