Recurring Service Plans

Create, maintain, send, and cancel recurring service plans otherwise known as Maintenance Plans, Planned Maintenance Programs, Care Clubs and Membership Plans.

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26 articles in this collection
Written by Connor Kuehnle, Andrea L., Taylor Morrison and 2 others

How to Set Up

How to create a fully customizable recurring service plan

Learn how to create a maintenance plan composed entirely of add-ons

Written by Taylor Morrison
Updated over a week ago

On Demand: Recurring Service Plan Walkthrough

A training video on the basics of getting your Recurring Service Plan tool set up in Housecall Pro. Watch anytime!

Written by Laura Fonseca
Updated over a week ago

Recurring Service Plan Walkthrough Video

Written by Abbey W.
Updated over a week ago

Create New Recurring Service Plans

Learn how to create a new maintenance plan template with or without add ons.

Written by Abbey W.
Updated over a week ago

Edit & Maintain Recurring Service Plan Visits

Service visits -- what they are, how to schedule, complete, & attach existing invoices to a service plan.

Written by Andrea L.
Updated over a week ago

Delete a Recurring Service Plan

Remove a service plan you no longer use or want from your 'Plans we offer' list.

Written by Abbey W.
Updated over a week ago

Recurring Service Plans - Dashboard Overview

Written by Abbey W.
Updated over a week ago

How to Use

How to refund recurring service plan payments

See step-by-step instructions for refunding credit card payments on maintenance plans

Written by Taylor Morrison
Updated over a week ago

How do I know if a plan is active or if my customer has paid or not?

Learn where to find service plan payments see the status of a particular plat to tell if it is draft, pending or active.

Written by Taylor Morrison
Updated over a week ago

Associate a Job as a Visits for a Service Plan

Written by Connor Kuehnle
Updated over a week ago

How to add a Recurring Service Plan to a customer

Learn how to add a maintenance plan to your customer's profile. Accept the plan on their behalf or email them the plan to accept.

Written by Abbey W.
Updated over a week ago

Schedule Service Plan Visits

Create a new invoice and schedule service visits for recurring service plans that have not yet been completed.

Written by Abbey W.
Updated over a week ago

Recurring Service Plan Renewals

Written by Abbey W.
Updated over a week ago

Equipment Information & Notes

Add equipment information and notes to your customer's recurring service plans!

Written by Abbey W.
Updated over a week ago

Delete or Cancel a Customer's Recurring Service Plan

Delete or cancel a recurring service plan from your customer's profile.

Written by Abbey W.
Updated over a week ago

How to Use on Mobile

Recurring Service Plans - Mobile Overview

Add a recurring service plan and take payment from a customer on the mobile app

Written by Abbey W.
Updated over a week ago

Recurring Service Plans - Mobile FAQs

Frequently asked questions regarding our newest mobile recurring service plan update.

Written by Abbey W.
Updated over a week ago

What Does My Customer See?

How can my customer update their billing info?

If your customer's payment for a recurring service plan fails, they will receive an email with a link to update their card information.

Written by Taylor Morrison
Updated over a week ago

How does my customer update their card on file?

Learn how your customer can update their card on file for their recurring service plans or maintenance agreements.

Written by Taylor Morrison
Updated over a week ago

What will my customer see when I send them a recurring service plan?

Recurring service plan, client portal

Written by Abbey W.
Updated over a week ago

Recurring Service Plan Templates

Setting up Recurring Service Plans for HVAC

Recurring service plan templates for HVAC companies

Written by Abbey W.
Updated over a week ago

Setting up Recurring Service Plans for Plumbing

Recurring service plan templates for plumbing companies

Written by Abbey W.
Updated over a week ago

Setting up Recurring Service Plans for Electrical

Recurring service plan templates for electrical companies

Written by Abbey W.
Updated over a week ago

Setting up Recurring Service Plans for Appliance Repair

Recurring service agreement plan templates for appliance repair companies

Written by Abbey W.
Updated over a week ago

Setting up Recurring Service Plans for Carpet Cleaning

Recurring service plan templates for carpet cleaning companies

Written by Abbey W.
Updated over a week ago

Setting up Recurring Service Plans for Mobile Detailers

Recurring service plan templates for mobile detailers

Written by Abbey W.
Updated over a week ago