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Service Plans Starter Kit
Service Plans Starter Kit

Get started with Service Plan memberships to generate recurring revenue, streamline sales, manage service plan visits, and collect payments.

Allie Bosnic avatar
Written by Allie Bosnic
Updated over a week ago

What are Service Plans?

Service plans, also commonly referred to as maintenance plans or service agreements, are contracts that define an ongoing service arrangement between your business and your customers. Customers make payments to ensure preventative maintenance, or as a form of insurance should an issue arise, and your business performs dedicated visits and services detailed within the agreement.

Why are Service Plan Memberships Vital in the Home Service Industry?

Service plans are the best way for you to generate dependable revenue for your business, strengthen your employee relationships, and increase your customer loyalty. Service plan memberships allow you to develop revenue streams to help smooth out seasonal variations in your business while keeping you well-connected to your best customers.

Step 1: Determine Your Company's Service Plan Strategy

Determine what types of service plans make sense for your business and customers. What maintenance services, discounts, priority booking, etc do you want to offer with your service plan? Not sure where to get started? Check out our get started resources below.

Service Plan templates are the plans your company will offer to your customers. You can make customized these as needed. Templates will be the list of plans you will choose from when selling a plan to a customer.

Step 3: Establish a Sales Strategy

Now that your plans are set up in Housecall Pro you need to sell them to your customers. Train your techs on the best way to communicate service plan value. Update your website or create marketing materials to let your customers know that you offer service plans.

Head over to your customer's profile to sell your first service plan. This can also be done in the Mobile Application.

Step 5: Set Up Your Service Plan Reminders & Settings

Put your service plans on autopilot by enabling scheduling and renewal reminders.

The service plan dashboard is your home base for understanding the holistic view of your service plans. From here you can manage your service plan templates, service visits that need to be scheduled, customers due for billing and more.

Step 7: Manage Your Customer's Service Plans

Scheduling service plan visits and staying on top of customer billing are two crucial pieces to having successfully delivering service plans to your customers.

Service Plan Video Walk Through

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Additional Resources

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