In this article, you will learn how to create service plan templates.
Service Plans is a great tool for to creating and managing recurring visits for general services or maintenance. With Service Plans, you can easily create service plan templates and subscribe your clients to those plans — not only allowing you to account for recurring work, but also ensure you are automatically getting paid on time.
In order to create service plan templates, you will first need to enable the Service Plans add-on. To learn more about enabling this feature, please see this article.
Creating service plan templates
From navigation bar, select Settings > Settings
Under General settings, select Service Plans Manager
Select Create new plan
Complete the Create new plan fields:
Plan name: Enter a name for this plan template
Plan description: Enter a description for this plan template
Service period: Choose the duration for this plan template
Renew automatically: Decide whether you want this plan to renew automatically and adjust the toggle switch accordingly
Visits within service period: Choose the number of visits for this plan template
Job type: Choose the job type that should be assigned to jobs created from this plan template
Plan price: Enter the price for this plan template
Billing option: Choose how often you want to receive payment for this plan template
(Optional) Discount %: Enter the percentage you want to discount for specific billing options (e.g., 20% for annual, 10% for quarterly, etc.)
Taxable: Decide if your service plans are taxable and check the box accordingly. If your plans are taxable, you also need to select a tax rate.
Select Create plan
Editing existing plan templates
The Service Plans Manager also makes it easy to edit, duplicate, or archive your existing templates.
Subscribing clients to service plans
After creating a service plan template, you will be able to subscribe your clients to these plans. To learn more about subscribing your clients to service plans, please see this article.
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