When Reaching Out to Customers to Schedule

  1. Go to My Apps and select Service Plans.

  2. From the Service Plans Dashboard scroll down to the Unscheduled Visits queue. Visits will appear here in chronological order. If visits from months prior have gone unscheduled they will appear at the top of this list view. To access the full list of Service Plan Visits click VIEW ALL at the top right. To schedule a visit from either list view hover over the customer's row and a calendar icon will appear to the right. Click the Calendar Icon.

  3. This will generate an invoice attached to the customer's profile. Use the Schedule action to schedule and dispatch as normal. Note: The invoice will populate a line item of Visit #(1,2,3, etc.) with a total of $0, however if additional charges are necessary they can be added to this invoice and it can be used to take payment.

    When a Customer Reaches Out to Schedule

    1. Go to the customer's profile and select the Service Plan below their address.

    2. From their Service Plan details scroll down to the Maintenance Schedule. Hover over the visit in question and a calendar icon will appear to the right. Click the Calendar Icon.

    3. This will generate an invoice attached to the customer's profile. Use the Schedule action to schedule and dispatch as normal. Note: The invoice will populate a line item of Visit #(1,2,3, etc.) with a total of $0, however if additional charges are necessary they can be added to this invoice and it can be used to take payment.


For more information on Service Plans please see our Service Plans Collection or Service Plans FAQs.

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