The Ultimate Service Plan Bootcamp on Dec. 8th or 15th, 2022

There are two dates where you can register: December 8th, 2022 at 2:30 PM PST, or December 15th, 2022 at 2:30 PM PST.

Ready to get the most value out of your Service Plans? Join CONQUER coaches, business owners, and the Housecall Pro product team as we discuss:

  • How to best price and sell plans

  • Proven business strategies from real experience

  • Tips for using Service Plans in Housecall Pro

This course is valued at $47, but with the exclusive promo code HOUSECALL you only pay $22.

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 service plan templates.

Step 2: Create Service Plan Templates

Service Plan templates are the plans your company will offer to your customers. You can make these as customized as you need and 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 to your customers. Update your website or create marketing materials to let your customers know that you offer service plans.

Step 4: Sell Service Plans to Your Customers

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.

Step 6: Explore the Service Plan Dashboard

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.


Additional Resources

Service Plans FAQs

Service Plans Scenarios

Edit & Maintain Service Plan Visits

Delete or Cancel a Customers Service Plan

Service Plans on Mobile FAQs

Delete a Service Plan

Service Plan Templates by Industry

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