Recurring Service Plans

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

Katherine Scott avatar Christy Billings avatar Connor Kuehnle avatar +4
27 articles in this collection
Written by Katherine Scott, Christy Billings, Connor Kuehnle and 4 others
How to Use

How to refund recurring service plan payments

See step-by-step instructions for refunding credit card payments on maintenance plans
Taylor Morrison avatar
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.
Taylor Morrison avatar
Written by Taylor Morrison
Updated over a week ago

Associate a Job as a Visits for a Service Plan

Connor Kuehnle avatar
Written by Connor Kuehnle
Updated over a week ago

Recurring Service Plan Dashboard Overview

Learn to use your maintenance plan reports to track active, pending, and expiring plans, schedule visits, and set automatic reminder emails.
Taylor Morrison avatar
Written by Taylor Morrison
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.
Abbey W. avatar
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.
Abbey W. avatar
Written by Abbey W.
Updated over a week ago

Recurring Service Plan Renewals

Abbey W. avatar
Written by Abbey W.
Updated over a week ago

Equipment Information & Notes

Add equipment information and notes to your customer's recurring service plans!
Abbey W. avatar
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.
Abbey W. avatar
Written by Abbey W.
Updated over a week ago