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.

In order to enroll clients in service plans in Workiz, you will first need to enable the feature and create plan templates on the web app. To learn more about enabling the feature or creating a template, please see the following articles:

Subscribing clients to service plans

  1. From the Workiz mobile app, select the Clients tab

  2. Select the client you want to subscribe to a service plan

  3. Select the kebab menu (three dots) icon > Add service plan

  4. Complete the Add service plan fields:

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

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

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

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

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

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

  11. Collect payment: Choose how you want to collect payment for this plan

    1. Send payment request: Send your clients a link to the client portal to review and pay for their plan offer online using Workiz Pay

    2. Enter payment manually: Accept the plan on behalf of your client and manually enter the payment

  12. Select Continue

Managing a client’s service plan subscription

  1. Open the profile of the client subscribed to a service plan

  2. Select Service plans

  3. 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.

Need more help? See related articles below:

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