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On Demand: Service Plan Walkthrough
On Demand: Service Plan Walkthrough

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

Laura Fonseca avatar
Written by Laura Fonseca
Updated over a week 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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