Service plans

Service plans let you sell recurring work — maintenance visits, monitoring, insurance-backed cover — as a subscription rather than a one-off job. You define what each plan includes and how it is priced, and your customers sign up and pay by card on a repeating schedule.

Plans can be sold in three places: embedded on your own website as a table of options, offered inside a proposal, or set up directly by you on a customer's behalf.

What this section will cover

• Designing a plan: features, billing intervals, pricing levers, and terms
• Selling plans through your website, or inside a proposal
• Managing live agreements, including cancellations and minimum terms

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