What are Service Plans?
Service plans, also commonly referred to as maintenance plans or service agreements, are contracts that define an ongoing service arrangement between your business and your customers. Customers make payments to ensure preventative maintenance, or as a form of insurance should an issue arise, and your business performs dedicated visits and services detailed within the agreement.
Why are Service Plan Memberships Vital in the Home Service Industry?
Service plans are a great way for you to generate dependable revenue for your business, strengthen your employee relationships, and increase your customer loyalty. They allow you to develop revenue streams to help smooth out those seasonal variations in your business while keeping you well-connected to your best customers.
Download our Service Plan template guide here!
How to Create a Service Plan Template
To create a Service plan template:
Go to My Apps > Service plans
Click + Service Plan in the top right corner of the page.
Enter the following information:
Plan name (required)
Plan description (required)
If you wish to automatically apply a discount to all jobs for customers on this service plan, enter the discount name and amount (optional)
Use the Business unit drop-down to classify the service plan (optional)
When you're ready, click Next
Set the number of included visits per year (up to 12)
Select the plan duration:
Continues until customer cancels
Ends after a set duration
Choose the payment option:
Every month
Every quarter
Every 6 months
Every year
For plans made entirely of Add-ons, keep the payment amount at $0 at this step
Press Next in the top right corner
📌 Note:
If a Service plan is not set up to be payable by cash, check, or other, the customer will only be able to pay for their plan by credit card.
If you accept cash, check, or other forms of payment and do not collect the full price of the plan upfront, it will be up to you to collect on payments when they are due.
You will see these plans in the Due for Billing section of your Service Plans Dashboard when they are due. We recommend that, if you are not collecting the full price of any given plan upfront, the customer should pay by credit card.
Create any Add-ons for this plan. Common Add-ons include additional units or premium optional services that complement the standard plan.
When you're ready to finalize the service plan, click Create plan
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