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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
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.