A training video for any of you looking to learn how to use and set up your Recurring Service Plan tool for your maintenance plans.
What this training covers:
- Recurring Service Plan Reporting Overview
- How to create and edit your maintenance plans
- The different payment options you can give your customers
- How to attach a recurring 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.
START CREATING YOUR RECURRING SERVICE PLANS
Pro Tip: To check out more in depth tutorials and resources like our industry service plan templates around this tool check out our Recurring Service Plan Collection.