In this article, you will learn about how to add and manage service plans using the Workiz mobile app.
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.
Subscribing clients to service plans
Open the job or client page you want to add a service plan from
Follow the step that corresponds with what you opened in Step 1
Job: Select Add service plan
Client profile: Select the kebab menu (three vertical dots) icon > Add service plan
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
Managing a client’s service plan subscription
Open the profile of the client subscribed to a service plan
Select Service plans
Select the service plan you want to view or update
After opening the service plan subscription on the mobile app, you’ll be able to send it to your client or cancel the plan.
Managing all of your business’s service plan subscriptions
Workiz makes it easy to manage all of your business’s service plan subscriptions on the web app — 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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