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Service Plans
Turn one-time customers into steady recurring revenue with service plans that schedule and bill themselves.
5 articles
- 1Service Plans Dashboard OverviewAn overview of the different sections and controls found inside your Service Plans Dashboard.2 min read · 13 screenshots
- 2How to Add a Service Plan to a CustomerHow to add a service plan to a customer and either email them so they can accept, or accept the plan on their behalf.4 min read · 22 screenshots
- 3How to Create a Recurring Service PlanHow to create custom recurring service plans for your company that are specific to each unique customer's needs.3 min read · 4 screenshots
- 4Service Plans: Find Every Customer's Plan, Choose How It Is Billed and Resend ItKeep your recurring revenue on track: see every customer on a plan in one list, choose automatic or manual billing, book the visits that are due and resend a plan in seconds.5 min read · 6 screenshots
- 5How to Create and Edit Customer Service PlansProvide your customers a recurring subscription for the services you offer with Servgrow's Service Plans.1 min read · 6 screenshots
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