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How to subscribe clients to service plans
How to subscribe clients to service plans

Learn how to subscribe your clients to service plans.

Updated over a week ago

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

Note: In order to enroll clients in plans, you will first need to enable the Service Plans add-on.

To learn more about enabling this feature, please see this article.

  1. From the navigation bar, select Add new > Service plan

  2. Search for an existing client or add a new one

  3. Complete the Add service plan fields

    1. Property address: Choose the service address this plan applies to

    2. Service plan: Choose the service plan you want to subscribe this client to

    3. Billing option: Choose the billing option you want to apply to this plan

    4. (Optional) Discount %: Modify the percentage you want to discount, if desired

    5. Planned dates: Choose the start date for this service plan

    6. Automatically renewed: Decide whether you want this plan to renew automatically and adjust the toggle switch accordingly

    7. 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

    8. Select Continue

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.

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