Housecall Pro

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

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

Automatically apply a discount on jobs to service plan customers.

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

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

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.

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

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

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

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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