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On Demand: Service Plan Walkthrough

A training video on the basics of getting your Service Plan tool set up in Housecall Pro. Watch anytime!

Michael Storer avatar
Written by Michael Storer
Updated over 10 months ago


What this training covers:

  • Service Plan Reporting Overview

  • How to create and edit your maintenance plans

  • The different payment options you can give your customers when paying for their Service Plan

  • How to attach a Service Plan to your customer's profile

  • Linking completed service visits to Service Plans that are mid-contract

  • Enabling automated renewal emails for expiring plans

How to access this training:

Click HERE to register for the webinar, you will be able to get access to it right away.

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