Housecall Pro

Get started with Service Plan memberships to generate recurring revenue, streamline sales, manage service plan visits, and collect payments.

Service Plans Starter Kit

Optimized scheduling suggestions based on location for service plan visits.

Service Plan Scheduling Suggestions

We run through common scenarios and questions for how to best set up and use Service Plans.

Service Plans Scenarios

Sarah C

Taylor M

Roland Ligtenberg

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

Service Plans

Edit active customer service plans with the new service plan discount without having to create new plans.

Add A Service Plan Discount

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

On Demand: Service Plan Walkthrough

How to create Service Plan Templates for your company to sell to your customers.

Create Service Plan Templates

How to edit or delete a Service Plan your company offers.

Edit or Delete a Service Plan

How to read your Service Plans Dashboard and use each section.

Service Plans Dashboard Overview

Ian H

Michael Storer

How to Set Up

Service Plan Renewals

How to print or download a PDF copy of an existing customer service plan.

Printing Service Plans

Service Plan Overview to view your customer's billing and payment

Billing and Payments for Service Plans

How to sell & create an active Service Plan for a customers.

How to Sell A Service Plan

Service plan visits can be scheduled from the jobs page, service plan details page or the service plan dashboard.

Schedule Service Plan Visits

How to Use

Frequently asked questions about using the Service Plans feature on the Housecall Pro mobile application.

Service Plans on Mobile FAQs

How to Use on Mobile

Frequently asked questions about the Service Plans feature.

Service Plans FAQs

Quick steps to associate the details in your customers' Property Profiles and their respective Service Plans.

Attaching a Property Profile Item to a Service Plan

Tips & Tricks

Kickstart your HVAC preventative maintenance program with free service plan templates—helping you lock in recurring revenue and keep your schedule full year-round.

Service Plan Template for HVAC

Service plans are a game-changer for plumbing businesses. They help you build trust, secure recurring revenue, and maintain a consistent customer base, even during slower months.

Service Plan Template for Plumbing

Service Plan Template for Electrical

Service Plan Template for Appliance Repair

Service Plan Template for Carpet Cleaning

Service Plan Template for Mobile Detailers

Service Plan Templates

Find answers and get help from Intercom Support and Community Experts

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