SERVICE PLANS
Recurring revenue setup
- Service Plans Page Guide and FiltersThe Service Plans page is where you track every plan in one place and filter the list to find the plans that need attention.
- Service PlansThis article walks through how service plans work and how to set them up confidently so you can use them on desktop and, more importantly, on your mobile device while working in the field—especially for door-to-door workflows.
- Plan TemplatesA short video walkthrough of building reusable plan templates in the Price Book, setting your default template, and using a template when you create a service plan.
- AgreementsThis guide walks through how to create and manage agreement templates in Rotor so you can collect signatures when signing customers up for service plans—either in person on a mobile device or remotely via text and email.
- Service Plan SettingsWhat each service plan setting controls, where it lives in Rotor, and the order to set them up in.
- Recurring BillingThe three billing modes on a service plan, what actually triggers a charge, when invoices are created and sent, how autopay and cards on file work, and what happens the moment a card declines.
- Service Plan Updates: Renewals, Job Generation, and Line Item TimingWhat changed with service plans: auto-renew now continues the same plan, jobs generate 12 months ahead, new jobs can be auto-scheduled or pending, new line item and discount timing options, and a new Initial Period filter.