Step 1: Create Plans for Your Company

You'll start by creating one to a few standard plans that your company offers, with Add-Ons built in so you can customize your basic plans for customers with additional needs.

Step 2: Add Service Plans to Your Customer

Now you need to sell plans to your customers. This can also be done in the Mobile Application. If you're curious about what your customer will see Click Here.

Step 3: Schedule Service Plan Visits

Once your customer has purchased a Service Plan, the visits will need to be scheduled in the future.

Step 4: Automatic Renewal Emails

When the customer's plan is nearing expiration we want to remind them that it is time to renew with your company.

Use this Service Plan Dashboard Overview to get familiar with your Service Plans home base.

To see the steps above in one video, view this Service Plans Walkthrough.


Additional Resources

Service Plans Scenarios

Edit & Maintain Service Plan Visits

Delete or Cancel a Customers Service Plan

Service Plans on Mobile FAQs

Delete a Recurring Service Plan

Service Plan Templates by Industry

Did this answer your question?