First, open a Job page and then select Add Service Plan from the service plans tile.

Select your Service Plan template.

Select the details of your Service Plan: start date, add-ons, billing frequency, and tax.

Once setup is complete, a draft plan has been created. From here, you can select Send to customer, Save as draft, or Pay for plan.

To pay for the service plan, navigate to the pay icon and through the checkout steps.

Once payment is successful, the plan is active and your customer will receive two emails - confirmation of their plan details and a receipt.

Once the plan is active, it will be accessible from the job page and from the customer profile on both mobile & web.

No, these tasks can only be completed through the web portal.

On the mobile app, this is done from the payment screen on any given job. Once on this screen you will see a + Service Plan option that will allow the tech to follow the same steps used to Add a Service Plan to a Customer. NOTE: The technician must be allowed to See Prices/Take Payments in their employee profile in order to use this function.

When adding a service plan to a job on mobile, the first payment for that plan will be charged to the customer at that time by default. NOTE: This is different than adding a plan to a customer on the web portal. If a plan is added to a customer on the web portal and accepted on the customer's behalf, you will be given the option to charge for the first visit now OR charge for the first visit on the start date of that plan. If a plan is sent to a customer to be accepted on the web portal, the customer will be charged on the start date of that service plan by default.
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Yes. At checkout there is a prompt to confirm the email address of the customer even if they have one on their customer profile already. They will be sent a confirmation of their new plan to the email address.

Yes. If a customer pays by credit card this card will be charged for any future payments of this plan on the predetermined billing cycle.

Yes, provided that this plan has been created with the ability to be paid by cash/check/other. NOTE: If you accept cash, check, or other forms of payment and do not collect for the full price of the plan upfront, it will be up to you to collect on payments when they are due. You will see these plans in the Due for Billing section of your Service Plans Dashboard when they are due. Because of this, it is recommended that if you are not collecting for the full price of any given plan upfront that the customer should pay by credit card.

No, to collect payment for a Service Plan, you must manually enter the credit card details, as card readers are not supported for these transactions.

No, this is only possible from the web portal. If the current visit is the first of this plan you may connect the invoice to the plan by tapping the check box on the Schedule step of adding the plan to mark 'This is the first visit'.

Partially, the full details are only viewable from the web portal. Under the customer's profile on mobile you can see plan names and the plan dates when you tap on the address.