Service Plans

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

Ian avatar Andrea L. avatar Taylor Morrison avatar +5
33 articles in this collection
Written by Ian, Andrea L., Taylor Morrison and 5 others
How to Set Up

Add Discount to Active Service Plans

Edit active customer service plans with the new service plan discount without having to create new plans.
Sarah Connors avatar
Written by Sarah Connors
Updated over a week ago

Create a Fully Customizable Service Plan

How to create a Service Plan composed entirely of Add-ons, so every customer can have a unique plan.
Taylor Morrison avatar
Written by Taylor Morrison
Updated over a week ago

Add Service Plan Discount on Jobs

Automatically apply a discount on jobs to service plan customers.
Sarah Connors avatar
Written by Sarah Connors
Updated this week

On Demand: Service Plan Walkthrough

A training video on the basics of getting your Service Plan tool set up in Housecall Pro. Watch anytime!
Laura Fonseca avatar
Written by Laura Fonseca
Updated over a week ago

Service Plans Walkthrough Video

M
Written by Mary Nagel
Updated over a week ago

Create Service Plans

How to create standard Service Plans for your company with or without Add-ons to suit unique customer needs.
M
Written by Mary Nagel
Updated over a week ago

Edit Service Plan Visits

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.
Andrea L. avatar
Written by Andrea L.
Updated over a week ago

Edit or Delete a Service Plan

How to edit or delete a Service Plan your company offers.
M
Written by Mary Nagel
Updated over a week ago

Service Plans Dashboard Overview

How to read your Service Plans Dashboard and use each section.
M
Written by Mary Nagel
Updated over a week ago

Automatic Scheduling and Renewal Reminders for Service Plan Customers

How to set up automatic reminders to easily manage your service plans
Ian avatar
Written by Ian
Updated over a week ago
How to Use

Printing Service Plans

How to print or download a PDF copy of an existing customer service plan.
Ian avatar
Written by Ian
Updated over a week ago

Updating a Customer’s Service Plan Credit Card

Service Plan credit cards can be updated by both the Pro and the customer.
Sarah Connors avatar
Written by Sarah Connors
Updated over a week ago

Tracking a Customer’s Overdue and Failed Service Plan Payments

Easily see any failed or overdue service plan payments from the customer profile and jobs page.
Sarah Connors avatar
Written by Sarah Connors
Updated over a week ago

Linking Service Plan Visits to Jobs

When creating and editing a job, here's how to see your customer's service plan details and schedule visits.
Ian avatar
Written by Ian
Updated this week

Service Plan Refunds

How to refund credit card payments and return cash/check/other payments for Service Plans.
Allie Bosnic avatar
Written by Allie Bosnic
Updated over a week ago

Customer Service Plan Activity & Billing

How to access an individual customer's Service Plan to view the status and billing cycle information.
Taylor Morrison avatar
Written by Taylor Morrison
Updated over a week ago

Add a Service Plan to a Customer

How to add Service Plans to your customers by accepting the plan on their behalf or emailing them the plan to accept.
M
Written by Mary Nagel
Updated over a week ago

Schedule Service Plan Visits

Once your customer has purchased a Service Plan, the visits will need to be scheduled in the future.
Allie Bosnic avatar
Written by Allie Bosnic
Updated over a week ago

Service Plan Renewals

Renew your Service Plans with customers in house or with an email reminder, so there's no down time between payments.
Allie Bosnic avatar
Written by Allie Bosnic
Updated over a week ago

Delete or Cancel a Customer's Service Plan

Delete or cancel a Service Plan from a customer's profile.
M
Written by Mary Nagel
Updated over a week ago