Service Plans Page Guide and Filters

Written By Anton Alley

Last updated 13 days ago

The Service Plans page gives you a centralized place to track and manage all of your service plans, so nothing slips through the cracks.

Getting There

Navigate to Service in the nav bar, then select Service Plans.

At a glance, the table shows you everything you need to know about each plan:

Frequency — how often the service recurs
Service & Service Type — what the plan covers
Customer — who the plan is for
Duration — the length of the plan
Agreement — whether an agreement has been generated, and if so, whether it's signed or unsigned
Status — active or inactive
Sold By — which team member sold the plan
Total Sale Value — the full contract value
Actual Revenue Collected — what's been billed and collected so far
Billing Mode — how the plan is billed
Jobs Completed — how many jobs have been completed under the plan

The real power of this page is in the filters. You can combine them to quickly surface the plans that need attention. Some useful examples:

Unsigned agreements created in the last 30 days — find customers who still need to sign and follow up
Sold by a specific team member — track service plan performance by rep, could also filter for only active service plans to really get how much they have sold.
Active vs. inactive plans — review inactive plans to make sure none were lost or forgotten
Billing mode — filter by how plans are billed

An export button is coming soon, which will let you download filtered results directly from the table.

Use the quick-action link to jump to Analytics for a deeper look at your service plan data and performance metrics.