In this article, you will learn how to subscribe your clients to service plans.
Service Plans is a great tool for 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.
After creating a service plan template, you can begin subscribing your clients to your plans. To learn more about creating a plan template, please see this article.
How to subscribe clients to service plans
From the navigation bar, select Add new > Service plan
Search for an existing client or add a new one
Complete the Add service plan fields
Property address: Choose the service address this plan applies to
Service plan: Choose the service plan you want to subscribe this client to
Billing option: Choose the billing option you want to apply to this plan
(Optional) Discount %: Modify the percentage you want to discount, if desired
Planned dates: Choose the start date for this service plan
Automatically renewed: Decide whether you want this plan to renew automatically and adjust the toggle switch accordingly
Collect payment: Choose how you want to collect payment for this plan
Send payment request: Send your clients a link to the client portal to review and pay for their plan offer online using Workiz Pay
Enter payment manually: Accept the plan on behalf of your client and manually enter the payment
What your clients will see
Your clients will receive an email or text message that includes a link to the Workiz client portal. From there, they will be able to review, approve, and — if you chose to send the payment request online — pay for the service plan.
Managing your client’s service plans subscriptions
After subscribing your client to a service plan, that client will automatically receive a badge next to their name so that you can easily keep track of which clients are subscribed to plans. This badges will appear on various pages throughout the platform.
Scrolling down from the Client info tab, you’ll see a summary of all the plans this client has ever been subscribed to. Here, you can re-send the plan details to your client or cancel the plan altogether.
Your client’s profile page will also now include a tab for Visits, giving you quick access to the past and future visits linked to this client. You will also have access to quick actions such as:
Calling the client
Messaging the client
Converting the visit into a job
Managing all of your business’s service plan subscriptions
Workiz makes it easy to manage all of your business’s service plan subscriptions — providing you with information such as the plan price, start date, next visit date, and the team member who sold the plan.
To learn more about how to manage your service plans, please see this article.
Need more help? See related articles below: