Housecall Pro

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

Printing Service Plans

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

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

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

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

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

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

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

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

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

Delete, cancel and restore a Service Plan from a customer's profile.

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