Service Plans

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

Andrea L. avatar Taylor Morrison avatar Laura Fonseca avatar +5
32 articles in this collection
Written by Andrea L., Taylor Morrison, Laura Fonseca and 5 others
How to Use

Printing Service Plans

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

Update a Customer’s Service Plan Credit Card

Add or update a customer’s credit card on a service plan from the service plan details page.
Sarah Connors avatar
Written by Sarah Connors
Updated this week

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 this week

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.
Mikayla Wickman avatar
Written by Mikayla Wickman
Updated over a week ago

Service Plans: Failed Billing & Updating Credit Card Information

Allie Bosnic avatar
Written by Allie Bosnic
Updated over a week ago

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