Creating recurring service plans are a great way to create steady income and keep your customers coming back to you and not your competitors. You can even set them up before you leave a job.

All of your service plans are located all in one place. Click to go to your Service Plan page.

1. From the top navigation bar, click 'Service Plans'.

2. To create a new service plan, click '+Add Plan'.

3. Complete the applicable Service Plan Details for your new service plan.

a. Name: Something relevant to what the plan is.

b. Description: Make sure to include all details about what the plan includes.

c. Form Name: Select any forms to add it to the service plan. Forms are a great way to standardize work flow and to ensure tasks are consistent from job to job. Learn how to create a form here.

d. Visits Per Year: Include how many visits (jobs) a year the plan includes. (12 = once a month / 52 = once a week / 4 = once every 3 months / etc.) Visits will be show as anytime visits on the day that they come up. You can also view future visits on the calendar and service plan page.

e. Plan Duration: Select how long the plan will run for.

f. Customers Can Pay (Payment options): Select which payment frequency and options you want to give your customer. You or your customer will have the option to select and pay for the service plan according to the payment frequency options you have set up here.

4. Review your new Recurring Service Plan and click 'Create Plan' to save it.

Need to add a service plan to a customer? Click here.