To access your Recurring Service Plan Dashboard:

1. Click on the 'Recurring service plans' dashboard report 

OR 

'My Apps' in your navigation bar and select 'Service Agreements

Recurring Service Plan Dashboard

#1. Create New Recurring Service Plan

  • You can create a new plan by clicking the blue [+New Plan] button or the '+' sign in the 'Plans we offer' section

#2. Plan Summary

  • Displays the total number of service plans you have set up with customers as well as all time revenue
  • Pending, active, expiring soon, and expired customer plans are displayed and broken down by color 

#3. Recurring Revenue

  • Displays expected monthly revenue based on your pre-existing agreements with customers
  • Hover over each month to see the estimated amount

#4. Plans We Offer

  • Lists all the recurring service plans you have created for your business
  • Note: When 'Continues until customer cancels' is selected in the plan duration section, there will be no total cost for the plan (see above: Gold Plan #2)  

#5. Due for service 

  • This list will act as your reminder to schedule more definitive times for: upcoming visits for the current month, next month, as well as overdue visits.
  • Clicking 'Schedule' will create a brand new invoice/job and will remove that visit from the list

Related Articles

Create New Recurring Service Plans

Send Recurring Service Plans to Customers

What will my customer see when I send them a service plan?

Delete or Cancel a Recurring Service Plan

Edit and Maintain Service Plan Visits 

Check out how recurring revenue helps your service business grow.

Did this answer your question?