Sell maintenance plans
Steady income from yearly or monthly service plans.
What it is
A maintenance plan is a service agreement: the client pays every month or year and gets a set number of visits.
1 Start a plan
- Open CRM → Plans (or Start a plan on a client).
- Choose the client and type the plan name, price, how it's billed and the visits a year.
- Write What's included and choose if it Renews on its own every year.
- Click Start plan.
Each period's invoice is created as a draft for you to check and send.
2 Stay on top of it
- Coming up lists the next visits to schedule.
- Plans ending in 60 days and Warranties ending in 90 days are your next sales.
Two weeks before each visit is due, a follow-up reminds you to schedule it.
Related guides
Didn't find what you need?
Email us and we'll walk you through it.