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
From the Workiz mobile app, select the Clients tab
Select the client you want to subscribe to a service plan
Select the kebab menu (three 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
Select Continue
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.
Need more help? See related articles below: