You already know that recurring service plans help you beat seasonality, guarantee recurring revenue, boost customer loyalty and keep customers happy knowing their investment is well taken care of.
If you haven't already set up your plans in Housecall Pro, this article will walk you through the basics.
Here, we are going to run through some common questions and scenarios and how to use Recurring Service Plans in Housecall Pro to accomplish your goals.
Scenario #1: Multi-unit Plans
I have a customer who has 2 pieces of equipment ant they need a recurring service plan for both units but they are used to being charged just one time for the two units rather than an individual plan for each piece of equipment. How do I set this up?
Scenario #2: In Progress/Already Paid Plans
I have customers that have already purchased recurring service plans from me outside of Housecall Pro and they have plans that are in progress and already paid for. How do I now set these up in Housecall Pro?
Scenario #3: Custom Add-Ons
I have a customer that is purchasing a recurring service plan with me but they require a special type of air filter, part, or other custom item that is not part of my standard plans. How do I account for this?