Managing service plan subscriptions

  • Updated


In this article, you will learn how to manage your service plan subscriptions.

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 manage plan subscriptions, you will first need to enable the Service Plans add-on.

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

How to manage your service plan subscriptions

After enabling the add-on, Service Plans will appear as a new option on the sidebar navigation.

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You’ll have access to useful tabs here: Client plans and My visits.

Client plans tab

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Here, you’ll be able to manage all of your service plan subscriptions — past, present, and pending. Workiz makes it easy to keep track of subscriptions based on their statuses:

  • Pending approval
  • Active
  • Expires soon
  • Expired

You’ll have quick access to your total revenue from service plans, and will be able to filter your results based on a specific service plan or status.

You can also use this page to view the member of your team who sold the plan.

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My visits tab

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Each plan you create will come with a certain number of visits. You can view all of your business’s visits here.

You’ll be able to see the client name, the plan attached to the visit, and whether or not the visit has been converted into a job yet.

The visits you create from your service plan subscriptions are designed to be converted into jobs. Before converting them into jobs, visits will simply serve as placeholders on your schedule. You will not be able to make changes or assign techs to these visits until after you convert them into jobs.

Workiz helps simplify this process for you by automatically creating automation rules that sends your clients a reminder 14 days before their upcoming service plan visit. This way, your client knows to contact you to book a specific time and day for the job.

The My visits tab also features a Sent reminder column, allowing you to see whether Workiz Automations has already reminded this client about their upcoming appointment.

You can perform quick actions to message or call your client, and convert the visit into a job.

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