Housecall Pro

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

Service Plans Starter Kit

How to sell a service plan from the job page on web

Sell a Service Plan from a Job

Sarah Connors

Taylor Morrison

Laura Fonseca

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 Discount to Active Service Plans

How to create a Service Plan composed entirely of Add-ons, so every customer can have a unique plan.

Create a Fully Customizable Service Plan

Automatically apply a discount on jobs to service plan customers.

Add Service Plan Discount on Jobs

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

On Demand: Service Plan Walkthrough

Service Plans Walkthrough Video

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

Create Service Plan Templates

How to adjust the month or year a visit is due, mark a visit complete, or associate an existing invoice to a Service Plan visit.

Edit Service Plan Visits

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

How to set up automatic reminders to easily manage your service plans

Automatic Scheduling and Renewal Reminders for Service Plan Customers

How to Set Up

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

Printing Service Plans

Service Plan Renewals

Service Plan credit cards can be updated by both the Pro and the customer.

Updating a Customer’s Service Plan Credit Card

Easily see any failed or overdue service plan payments from the customer profile and jobs page.

Tracking a Customer’s Overdue and Failed Service Plan Payments

When creating and editing a job, here's how to see your customer's service plan details and schedule visits.

Linking Service Plan Visits to Jobs

How to refund credit card payments and return cash/check/other payments for Service Plans.

Service Plan Refunds

How to access an individual customer's Service Plan to view the status and billing cycle information.

Customer Service Plan Activity & Billing

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

Sell a Service Plan to a Customer

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

Schedule Service Plan Visits

Renew your Service Plans with customers in house or with an email reminder, so there's no down time between payments.

Service Plan Renewal Reminders

Delete or cancel a Service Plan from a customer's profile.

Delete or Cancel a Customer's Service Plan

Allie Bosnic

How to Use

Add a Service Plan to a customer and take payment on the mobile app.

Service Plans on Mobile

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

A look into the Service Plans client portal at client.housecallpro.com.

What Does My Customer See When I Send Them a Service Plan?

What Does My Customer See?

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.