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Service Plans Dashboard Overview
Service Plans Dashboard Overview

How to read your Service Plans Dashboard and use each section.

Ian avatar
Written by Ian
Updated over a week ago

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.

    There are several distinct service plan statuses that can be viewed from your plan summary page: Active, Draft, Sent, Expiring soon, Expired, Pending renewal, and Renewed.

  • Active: The plan has been accepted. It is upcoming or currently active in duration.

  • Draft: The plan has been added to the customers profile but hasn't been sent or accepted.

  • Sent: The plan has been sent to the customer but hasn't been accepted.

  • Expiring Soon: Plan will expire in 30 days.

  • Expired: The plan was active but the plan's end date has past.

  • Pending Renewal: The 'renew' button has been pressed on expired plan, but the pro has not yet accepted the plan on behalf of the customer. The customer has been sent the service plan renewal email, but not yet accepted the plan.

  • Renewed: A preexisting service plan that expired, has been accepted and renewed.

#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.

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