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.

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.

Displays expected monthly revenue based on your current plans with customers.

Hover over each month to see the estimated amount.

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)

Displays upcoming and overdue payments for active plans.

Clicking on View All will allow you to filter and sort due payments.

This list will act as your reminder to schedule actual appointment 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.