Before sending your customer their Service Plan, you must first Create Service Plans for your company.

Video:

Step-by-Step Instructions:

  1. Click the Customers icon in your navigation bar and then click on the customer's name

2. Click + Service Plan in the top right corner. Note: The customer must have an address on their profile in order to add a Service Plan. Service Plans are assigned to individual addresses.

3. If there are multiple addresses, select the correct address from the list. Otherwise move on to #4.

4. Set Up the Plan.

  • Select the plan needed and then the plan start date. Based on the plan you choose, the end date will automatically adjust.

  • The month/year of each included visit will autofill based on the amount of visits in the plan and the start date. If these need to be adjusted click the month/year drop down and select the correct month/year for each visit. Note: If the first visit has already taken place you can check the box on this visit and select the existing invoice to associate with the plan.

  • Choose whether you will send the plan to the customer to accept or if you are accepting the plan on behalf of your customer. Will you need to charge tax for this plan? Check the box if applicable.

  • Press NEXT in the top right corner.

Note: If the plan start date is in the past you will be given the option to say "My customer has already paid for this plan." If you select this, the customer will not be prompted to pay if you send the plan to them to accept and you will not be prompted to apply a payment to make the plan active if you accept on their behalf.

5. If the plan you selected has Add-ons available, be sure to ADD any Add-ons for this particular customer if necessary. Then press NEXT in the top right corner.


Sending the Plan to the Customer to Pay/Approve

  1. Review the selected plan and press SEND in the top right corner to email the plan to your customer for approval. Your customer will be given the option to enter their credit card to pay/accept the plan. Their credit card information will be stored on file for subsequent payments related to their plan and will be automatically billed at whatever frequency was selected. What Will My Customer See When I Send Them a Service Plan?

  2. Once the customer has paid/accepted their plan you will be notified via the support email address in your Company Profile. You will also see them appear in the Active section of your Service Plans Dashboard and their plan's visits in the Unscheduled Visits queue.

Accepting the Plan on Behalf of the Customer

  1. Review the plan and press FINISH & PAY in the top right corner. Note: Accepting on behalf of the customer is necessary if you have allowed for and are taking a Cash/Check/Other type of payment. The customer can only apply a credit card payment from the customer portal to accept a plan.

2. You will be automatically dropped to the payment screen. From here you can select and apply whichever form of payment you have taken. If it is a credit card payment, the customer's credit card information will be stored on file for subsequent payments related to their plan and will be automatically billed at whatever frequency was selected. Once paid the plan will appear in the Active section of your Service Plans Dashboard and their plan's visits in the Unscheduled Visits queue.

Up Next: Schedule Service Plan Visits

Check out our tips on how to better connect with your customers.

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