How to Edit or Delete a Service Plan
Open the Service Plans Dashboard from My Apps then Service Plans.
Scroll down to Plans We Offer and click SEE ALL.
Select the plan you wish to edit or delete.
On the plan details page click the three vertical dots at the top right corner.
To Edit a Service Plan
Click Edit Service Plan. You will be lead through the same steps taken to create the Service Plan. Make any changes then click SAVE PLAN at the top right of the last page.
NOTE: If this plan has already been added to customers the changes will only apply to plans added to customers in the future. All existing plans will remain the as they were when accepted/paid. If this plan is already in use you will see the banner below at editing.
To Delete a Service Plan
If the plan has not yet been added to any customers click Delete Service Plan, then click Delete.
If the plan has been added to customers it cannot be deleted, only archived. Archiving a plan means it will no longer be available to add to customers nor will it be accessible from the Service Plans Dashboard, but it will still exist on the profiles of the customers that have already accepted/paid for this plan. Click Delete Service Plan. Type DELETE into the text box, then click ARCHIVE.
NOTE: If you need to fully remove a Service Plan from your Housecall Pro, you will need to delete/cancel the plan from all customers it has been applied to before deleting the plan itself. Please read below to Delete or Cancel a Customer's Service Plan.
Delete, Cancel, or Restore a Customer's Service Plan
Delete, cancel, and restore a Service Plan from a customer's profile.
Canceling a Customer's Service Plan
Please Note: Only active service plans can be canceled.
Go to the customer's profile and select the Service Plan to be canceled.
On the Service Plan details page click the three vertical dots at the top right corner, then click Cancel Service Plan.
Type CANCEL into the text box and click CANCEL PLAN. The customer will be notified of the cancellation via email and any future payments on the plan will be cancelled as well.
Restoring a Customer's Service Plan
Please Note: Only canceled service plans can be restored.
Go to the customer's profile and select the canceled service plan to be restored.
Select the RESTORE button in the top right corner.
Confirm you would like to restore the plan by typing restore and clicking RESTORE. Notifying the customer will send the customer an email with the details of their service plan.
Once restored, the plan will return to an active status (if applicable) and future payments will be collected as planned.
Deleting a Customer's Service Plan
Only draft and sent plans can be deleted. If you need to "delete" an active service plan, please follow the instructions for canceling a service plan.
Go to the customer's profile and select the Service Plan to be deleted.
On the Service Plan details page click the three vertical dots at the top right corner, then click Delete Service Plan.
Click DELETE AGREEMENT.
Note: If a customer has ever had a Service Plan attached to their profile (active, expired, cancelled, deleted, etc.) their profile cannot be merged with another after that. Customer profiles are unable to be merged due to the ability to attach a card on file with a service plan. Even if the plan is deleted, the card will still remain tied to the account. HCP cannot move that to a new customer profile for security reasons.
For more information on Service Plans please see our Service Plans Collection or Service Plans FAQs.
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