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Create Service Plan Templates
Create Service Plan Templates

How to create Service Plan Templates for your company to sell to your customers.

Ian avatar
Written by Ian
Updated over a week ago

Download Housecall Pro's Service Plan Template Guide Here:


Learn how to create a service plan template with this interactive demo:

Step-by-Step Instructions:

  1. Click on MY APPS then Service Plans

2. On your Service Plans dashboard click + Service Plan in the top right corner.

3. Name the plan and add a description including all details about what the plan includes. If you wish to automatically apply a discount to all jobs for customers on this service plan, enter the discount name and amount. Then press NEXT in the top right corner.

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

NOTE: If you do not setup your Service Plan to be payable by cash, check, 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 for 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. Because of this, it is recommended that if you are not collecting for the full price of any given plan upfront that the customer should pay by credit card.

5. Create any Add-ons for this plan. Common Add-ons include additional units or premium optional services that complement the standard plan. Then click CREATE PLAN in the top right corner.

If your company does not currently offer Service Plans Use a Housecall Pro Service Plan Template to get started.

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.

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