Send & Sell Service Plan from the Customer Profile (Web)
Learn how to sell a service plan to a customer with this interactive demo:
To send and sell a Service Plan from the Customer profile:
Click the Customers icon in your navigation bar and then click on the customer's name.
Select the customer & service plan location.
Click + Service Plan in the top right corner.
📌 Note: Before selling Service Plans to your customers, you must first create a Service Plan Template. The customer must have an address on their profile to add a Service Plan. Service Plans are assigned to individual addresses.
Set up the plan details:
Select the service plan template. Based on the template selected, the rest of the form will update accordingly.
Choose the plan start date.
Select any add-ons if available.
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 mark that visit as completed or link to an existing invoice.
After reviewing all the details of your plan, click NEXT.
Choose whether you will send the plan to the customer to accept or if you are accepting the plan on behalf of your customer.
If a customer has already paid for the plan, accept the plan on behalf of the customer and use the "My customer has already paid for this plan."
Accept the plan & collect payment:
Based on what you chose on the setup plan page, you will be prompted to either SEND the plan to the customer or FINISH & PAY.
Sending the Plan to the Customer to Pay/Approve:
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.
Accepting the Plan on Behalf of the Customer:
Review the plan and press FINISH & PAY in the top right corner.
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.
📌 Note: Accepting on behalf of the customer is necessary if you have allowed for and are taking a Cash/Check/Other payment. The customer can only apply a credit card payment from the customer portal to accept a plan.
Add a Service Plan Offer to an Estimate (Web)
📌 Note: You can only add a service plan offer to an estimate that has already been saved - not while creating a new one.
To add a Service Plan offer to an estimate:
Open a saved estimate.
Click Add Service Agreement Proposal in the estimate details.
Search for the service plan you want to offer. Your active plan templates will appear.
Select the plan and click Apply. The offer appears on the estimate.
The offer applies to the whole estimate, not to a specific option.
To edit the offer:
Click the more icon (⋮)
Click Edit and update taxable or add-ons. You can't swap the plan template. To use a different plan, remove the offer and add a new one.
To remove the offer:
Click Remove from estimate, then confirm.
To preview:
The offer appears automatically on the View & Send page when you click Send or Present.
Add a Service Plan Offer to a Job (Web)
To add a Service Plan offer to a job:
Open the job.
Click Add a service plan offer in the job details.
Select a plan from your available templates and click Apply.
To edit the offer:
Click the more icon (⋮) on the "Offered with this job" section
Click Edit, and update the start date, sold by, taxable, or add-ons.
To remove the offer:
Click the more icon (⋮)
Click Remove, then confirm.
What Your Customer Sees
When you add a Service Plan to a customer, you will have the option to Send Plan to Customer to Accept OR Accept Plan For Customer.
Estimate with a Service Plan Offer
When you send an estimate with a service plan offer:
Your customer gets a link to review the estimate. The service plan offer appears alongside the estimate details. They can check the box to include the service plan with their approval. If they opt in and approve, they'll be prompted to pay for the service plan. If a deposit is also required, the deposit payment follows. Declining the service plan doesn't block estimate approval.
Send Plan to Customer to Accept
If you select Send Plan to Customer to Accept, you will then need to press Next in the top right.
You'll see the options to either Save or Send.
If you choose to save now, your customer won't see anything yet.
If you choose Send, your customer will receive an email, prompting them to view their plan and pay for it if they have any payment outstanding.
❗Important: Your customer will only be able to pay using a credit card, which is processed through Housecall Pro.
Your customer will receive the following email in the inbox populated with your company logo, company name, and company contact information.
When your customer clicks on "View My Agreement," they will see a plan summary (visits, duration, cost, etc.). Select the billing cycle that they would like to pay for, if you offer your customers multiple options, and enter their payment information.
If they will be paying on a recurring basis, they will be asked to save & store their card information by creating a Housecall Client Portal account.
With this account, they can view the terms of their plan, see their billing schedule, and update their card information.
Accept Plan for Customer
If you select Accept Plan for Customer, you will need to indicate whether or not your customer has already paid for this plan.
My Customer Has Already Paid for This Plan
If your customer has already paid for the plan, you will be prompted to accept the plan on behalf of your customer. Your customer does not receive an email.
My Customer Has Not Already Paid for This Plan
If your customer has not already paid for the plan, you will be prompted to input the payment information for your customer and authorize the credit card charge.
After you charge your customer for their Service Plan, they will receive an email receipt AND a summary of their new plan.
Example: Receipt
Example: Summary of New Plan
FAQs
Where is the service plan on the invoice?
The service plan payment is processed separately from the job. Your customer will receive a receipt for both the job and the service plan, but there is not one singular receipt or invoice with both.
Why can I not see the sold service plan on web?
In order to see the sold service plan, the user must have the new line items update. Please reference this article to turn that on.
Where is the "this is the first visit" checkbox?
Linking the service plan visit to this job can be completed once the service plan is active from the service plan tile on your mobile device or completed on web at any time.
For more information on Service Plans on mobile, please see Service Plans on Mobile FAQs.
What does removing the plan from the job mean?
Removing the service plan from the job will not delete the service plan. It simply removes the connection between the job and the service plan.
How does the automatic service plan discount work with this?
If a discount is included on the service plan template, it will automatically apply to the job if the service plan is added to the job page. This happens at the time the draft service plan is created, either when you send the plan to the customer or when you select Finish & Pay while creating the plan.
Up Next: Schedule Service Plan Visits
Check out our tips on how to better connect with your customers.
Need help or have questions?
We're here for you! Chat with Support using the Blue Chat Bubble in your Housecall Pro account, or give us a call at (858) 842-5746.