Service Plan Renewal Emails
1. Click the 'My Apps' icon in your navigation bar and select 'Service Plans'
2. Click the 'Settings' icon (gear) in the upper right corner
3. Scroll to the section called 'Send renewal reminder emails'. From here you can decide how many reminders you'd like to send and how many days before expiration they will be sent.
Options include: 1, 3, 7, 14, 30, 60 days
Click '+ Reminder' to add additional reminders
To pause a reminder, click the toggle to OFF. To make a reminder active, click the toggle to ON.
To remove a reminder, click the (X) to the right
To send all customers the reminder emails, including those you've set to not receive other job notifications, make sure the 'Send to customers with notifications off' setting is ON (blue)
4. What will your customers see in the Renewal email?
Renewing the Service Plan
Credit Card Payment Renewal
If the plan your customer is renewing was originally emailed to them and accepted/paid for online by credit card, your customer can renew their plan from their client.housecallpro.com portal using the renewal reminder email.
For more information on the client portal please see What Will My Customer See When I Send Them a Service Plan?
If the plan was originally accepted by the Pro on behalf of the customer and paid for by credit card, the customer will not be able to renew the plan from their end. From here you can either A) Send them a new Service Plan to accept/pay online or B) Start a new plan, accept on their behalf, and apply their credit card to it.
Cash/Check/Other Payment Renewal
If a customer originally paid by Cash/Check/Other they will not be able to renew their plan from the renewal reminder email. You can either A) Send them a new Service Plan to accept/pay online with credit card or B) Start a new plan, accept on their behalf, and apply the payment.
Note: Only one form of payment may be accepted per customer plan. If the customer is on a billing cycle (every 6 months, quarterly, monthly or once a year on indefinite plans) the same form of payment is required for all instances. If for any reason the billing type needs to be changed, the customer's current plan must be cancelled and a new one issued to be paid for by the new method.
For more information about Service Plans please see Service Plans FAQs.
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