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Service Plans Scenarios

We run through common scenarios and questions for how to best set up and use Service Plans.

Taylor Morrison avatar
Written by Taylor Morrison
Updated over a week ago

You already know that 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 Service Plans in Housecall Pro to accomplish your goals.

Scenario #1: Multi-Unit Plans

I have a customer who has more than one piece of equipment ant they need a Service Plan for these units but they are used to being charged just one time for these 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 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 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?  

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

Check out how recurring revenue helps your service business grow.

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