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 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.