Recurring Service Plans

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

19 articles in this collection
Written by Katherine Scott, Christy Billings, Andrea L. and 1 other

How to Set Up

Recurring Service Plan Walkthrough Video

Written by Abbey Weber
Updated over a week ago

Create New Recurring Service Plans

Create and review your recurring service plans

Written by Abbey Weber
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 Weber
Updated over a week ago

Recurring Service Plans - Dashboard Overview

Written by Abbey Weber
Updated over a week ago

How to Use

Send Recurring Service Plans to Customers

Email your customers their service plans to sign off on and set up their card on file if they have not yet paid.

Written by Abbey Weber
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 Weber
Updated over a week ago

Recurring Service Plan Renewals

Written by Abbey Weber
Updated over a week ago

Equipment Information & Notes

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

Written by Abbey Weber
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 Weber
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 Weber
Updated over a week ago

Recurring Service Plans - Mobile FAQs

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

Written by Abbey Weber
Updated over a week ago

What Does My Customer See?

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

Recurring service plan, client portal

Written by Katherine Scott
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 Christy Billings
Updated over a week ago

Setting up Recurring Service Plans for Plumbing

Recurring service plan templates for plumbing companies

Written by Christy Billings
Updated over a week ago

Setting up Recurring Service Plans for Electrical

Recurring service plan templates for electrical companies

Written by Christy Billings
Updated over a week ago

Setting up Recurring Service Plans for Appliance Repair

Recurring service agreement plan templates for appliance repair companies

Written by Christy Billings
Updated over a week ago

Setting up Recurring Service Plans for Carpet Cleaning

Recurring service plan templates for carpet cleaning companies

Written by Christy Billings
Updated over a week ago

Setting up Recurring Service Plans for Mobile Detailers

Recurring service plan templates for mobile detailers

Written by Christy Billings
Updated over a week ago