Video Overview:

Dashboard Overview:

Due for Billing Report:

Itemized Overview:

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

Below are the six items of the dashboard.

#1. Create New Service Plan

  • You can create a new plan 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 Plans.

#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.

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

Check out how recurring revenue helps your service business grow.

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