The Service Plans Dashboard houses everything you need to successfully monitor all customers that enrolled in your Service Plans and the ability to manage them quickly and efficiently. Everything is right here, from the quick stats of your recurring revenue to all the plans that are due for service.

To further understand the Service Plans Dashboard, we will give you a walkthrough of all the sections found on this dashboard.

Let's go!

1. From the main dashboard, click the 'Service Plan' tab.

2. Once you are on the Service Plan Dashboard, you are going to see these different sections and controls:

a. Plan Summary

b. See All Customer Plans

c. Recurring Revenue Stats

d. Plans We Offer

e. See All Created Plans

f. Add New Plan

g. Due of Service

h. Payments

The Plan Summary section displays the total number of plans you have created. You will also see an overview of your All-Time Revenue and how many plans are currently active.

You can hover your mouse over this circle graph see how many plans are active.

Click the 'See All' link to jump over the list of your Customer Plans.

You can already see an overview of your customer plans from this page. You can also resend the service plan from here or directly create a new service plan.

This graph displays the Recurring Revenue from all of your Service Plans. This graph is color-coded for you to identify the different recurring revenue types.

You can hover over your mouse on the dot to view the amount of each revenue type.

Find every plan you've created in this section. You can click the pencil icon to update the plan if needed.

If you want to view all the service plans you created, click the 'See All' link.

Creating a new plan is straightforward. Simply click the '+Add Plan' link and follow the steps from this article.

Quickly view the plans that are scheduled for a customer. From this data grid, you can already see the overview of the scheduled plan.

If you need to change the assigned schedule, just click 'Schedule'.

Easily track the plans that are due from the Payments tab. From here, you'll have a quick overview of the plan details and have the option to manually process the payment (manual payment) and update the plan as paid.

Here's a quick tip. Use the Search box, Show Filter, and Status Filter to easily find and sort the payments that you want to see.