Before adding a service plan to a customer, you must first Create a Service Plan for your company.

A Service Plan is a contract between you and your business. You will have the option to use an existing Service Plan or create a new one. Once you decide to make a Service Plan for a customer and pick the Start Date, you will now have the option to select which Service Plan to use, how you will get paid, and how the customer will accept this new plan. The process is fully customizable as you go through each step, giving you the flexibility to create the perfect one for you and your customers.

Making a Service Plan has six parts, and we are going to cover each part and create your very first Service Plan in ServGrow.

The first step is choosing the customer you want to create the Service Plan for. If you have not made a customer yet, please check this article.

1. From the top navigation bar, click 'Customers'.

2. Select a customer that you want to create the Service Plan for.

3. Click the 'Service Plans' tab.

4. Click 'Add Service Plan'.

5. Select which service plan from your company's service plans. If you haven't yet, go here to create a service plan.

6. Select the Start Date of the Service Plan.

7. Click 'Next' to proceed to the next step.

Billing options will be set up just as you set up the billing when creating the service plan. This service plan was created with two options for billing frequency.

Now, choose the billing frequency, whether you're adding tax and if you're going to automatically bill or manually bill the customer on each billing cycle.

Go here to see the difference between automatic billing and manual billing.

When you're done, click 'Next' to move to how the service plan will be accepted.

We'll cover accepting a service plan with automatic payments first. You can skip to accepting a service plan with manual payments here.

1. First, select if you will be charging the first payment immediately after approval or on the next billing date.

2. Next, you'll have three options on how the service plan is accepted:

3. Click 'Next' to move to payment and card details.

1. Select a card that you want to use for this Service Plan.

2. If this customer doesn't have a card saved in ServGrow, click '+Add new card'.

Note: If you selected manual payments, you would skip card details.

3. Enter the card details and click the 'Add' button.

4. Click 'Next' to proceed to the next step.

1. The visits will autofill based on the month/year of each included visit in the plan and the plan start date.

2. To adjust these visits, just click in the drop downs and select the correct month or year for each visit.

3. If this visit already took place, check the box and this visit will be marked complete.

4. Once you are done, click 'Next'.

Now that everything is set up review all the details about this new Service Plan. This section will display a brief overview of the plan you will assign to the customer. You will also have the option to create a custom message sent through SMS or email.

Remember that you can always click the 'Back' button if you need to change some details for this plan.

Now, let's get started.

1. First, review the Plan Details. Check if the Duration and Pricing Details are correct.

2. Next, verify if the visits shown are correct.

3. Scroll down your page and select how you want to notify your customer. You can choose Text, Email, or both Text and Email.

4. The Phone Number and Email Address are automatically generated based on the information you have included for this customer.

You can change the Phone Number and Email from this point if needed.

5. Leave the default message or edit it if needed.

6. Select a follow option or set it as default.

This is a feature that automatically follows up with a customer based on the frequency that you picked. It can be "Every 24 hours until canceled or approved", every 48 hours, or every 72 hours.

You can always change the default option from your Company Profile.

7. If you think everything is correct, go and click the 'Create Service Plan'.