Feature Focus: Setting up Service Plans

Feature Focus: Setting up Service Plans

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Posted by Kindra K.

March 8, 2019

This weeks Feature Focus is about creating service plans that will generate recurring income and lifelong customers.

There are few things you'll want to consider when creating your service plans:

  1. Be strategic about the services you offer. Whether it's a routine check-up, or a regular cleaning, make sure the services that come with you plan are ongoing and provide your customers with peace of mind.

  2. How many visits should you offer? This will vary depending on your industry. If you're an HVAC company or a plumbing company you'll probably want to schedule a visit in the spring and fall. If you're in the carpet cleaning industry, or window cleaning industry, you might want to include options for 3-6 visits a year.

  3. Consider including perks. This will make service plans more appealing to your customers, and easier to sell. For example you can offer priority scheduling or discounts on parts and services.

So remember, when you're setting up your recurring service plans - keep in mind the services you offer, the number of visits you need, and the different perks to include in each plan.

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