Sell a Service Plan to a Customer
Before selling Service Plans to your customers, you must create Service Plan Templates first.
Demo:
Learn how to sell a service plan to a customer with this interactive demo:
Step-by-step Instructions:
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: The customer must have an address on their profile in order 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 set up 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. 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.
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.
Sell a Service Plan from a Job
How to sell a service plan from the job page on web
Please Note: This feature is currently only available on the web.
Video Walkthrough
Step-by-step Instructions
Select + service plan below the line items on the job
Set up the plan details and send the plan to your customer.
For more information on how your customer can accept and pay for their service plan, check out this help article.
Once the plan is sent to your customer, the service plan discount will be automatically applied to the job.
Pay for the service plan
Sell Service Plans on Mobile
Add a Service Plan to a customer and take payment on the mobile app.
Please Note: This feature is currently in BETA Testing and not available to all pros.
Video Walkthrough:
Step-by-step Instructions:
From the job page, select ADD SERVICE PLAN from the service plans tile
Select your service plan template.
If there is a discount applied to that template, you will see the potential savings the customer will receive on the job.
Select the details of your service plan - start date, add ons, billing frequency, and tax.
Please note that marking this as the first visit can be completed once the service plan is active from mobile or from web.
Once set up is complete a draft plan has been created. From here, you can send the plan to your customer or checkout.
To checkout for the service plan, navigate to the pay icon and through the checkout steps.
Once payment is successful, the plan is active and your customer will receive two emails - confirmation of their plan details and a receipt.
Once the plan is active it will be accessible from the job page and from the customer profile on both mobile & web.
The above feature is currently in beta testing. If your workflow does not look like the video, please follow the below instructions.
Video:
Step-by-Step Instructions
Tap Pay at the top of the Job.
On the payment screen tap + Service Plan.
Find the correct plan and select it using the blue pricing button.
Select the the plan start date. Based on the plan you choose, the end date will automatically adjust. If the job you are currently on is the first visit of this plan, select the box next to 'This is the first visit'. Tap NEXT.
If Add-ons need to be added to the plan, select which ones by tapping ADD next to the appropriate Add-on and selecting the correct amount of each. Tap NEXT.
To select the appropriate billing cycle, tap on the appropriate row. The selected billing cycle will be marked with a check mark. If the plan needs to be taxed, tap the toggle next to 'These payments are taxable'. Tap Done.
At checkout you will see the the total for the Job listed as well as the Service Plan. These can be paid altogether or separately. To collect payments separately tap the downward facing arrow next to whichever item is getting paid second to deselect the box next to it.
When paying for a Service Plan through the employee mobile app there will be a prompt to have the customer sign for their Service Plan to accept. Once signed, tap CONFIRM PLAN & PAY. The customer will be sent a confirmation of their Service Plan to the email address on their customer profile. NOTE: If the customer pays by credit card for the Service Plan, that card will be charged for all payments in the billing cycle should there be more than one.
What Does My Customer See When I Send Them a Service Plan?
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.
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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 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 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, select the billing cycle that they would like to pay 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.
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ACCEPT PLAN FOR CUSTOMER
If you "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.
Receipt:
Summary of New Plan:
Up Next: Schedule Service Plan Visits
Frequently Asked Questions
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 there is a discount on the service plan template, this discount will automatically be applied to the job at the time the draft customer service plan is created. So this would be when the plan is sent to the customer or you click finish & pay when creating the plan.
Check out our tips on how to better connect with your customers.