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.


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.

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