To access your Service Plans Dashboard click My Apps and then click Service Plans.

Below are the six elements of the dashboard.

#1. Create New Service Plan

  • You can create a new plan template by clicking the blue + Service Plan button or the '+' icon in the 'Plans we offer' section. For a step-by-step guide see Create Service Plan Templates.

#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 current plans with customers.

  • Hover over each month to see the estimated amount.

#4. Plans We Offer

  • Lists all the 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 Billing

  • Displays upcoming and overdue payments for active plans.

  • Clicking on view all will allow you to filter and sort due payments.

#6. Unscheduled Visits

  • This list will act as your reminder to schedule actual appointments times for upcoming and overdue Service Plan visits for active plans. For a step-by-step guide see Schedule Service Plan Visits.

  • Hover over any visit row to schedule or associate an invoice.

  • Clicking on view all will allow you to filter and sort visits.

Video Overview:

Dashboard Overview:

Due for Billing Report:

To get started with Service Plans for your business see Service Plans Starter Kit.

Check out how recurring revenue helps your service business grow.

Did this answer your question?