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Service Plans
Drive continuous recurring revenue all year round
Automations
Automate your service agreements
Never miss any scheduled appointments and avoid last minute cancellations with automatic reminders for upcoming visits. Easily maintain pending approvals and annual renewals when you automate your customers contracts.
All-in-one platform
Manage all your contracts in one place
Effortlessly generate a customized and branded service plan, complete with your clients’ details in 2 minutes. Stay on top of all your contracts and streamline your workflow with automated service agreements all on the Workiz platform.
Increase profits
Boost profits and retain customers
Boost company profits and ensure consistent repair and tune-up work by offering service plans that convert leads and one-time service calls into loyal customers and on going recurring revenue. Strengthen your business and employee job security with scheduled quarterly or annual maintenance visits, strategically planned during low seasons to keep your team engaged and productive.
3
×
more jobs won
20
hrs
time saved per week
23
%
avg. growth in the first 3 months
63
%
less time spent on accounting & reports
Explore more tools for your business
Workiz is the best system out there
Workiz is the core of my business
I always recommend Workiz. It's incredible and has doubled our bookings and sales.
Frequently asked questions
Let us know if you have any other questions, our team is always happy to help!
What is Workiz’s Service Plans feature?
Workiz’s Service Plans feature enables field service businesses to offer recurring maintenance agreements, fostering customer loyalty and generating steady revenue.
By creating customizable service plan templates, you can schedule regular visits, set billing cycles, and manage memberships efficiently—all on autopilot and within your field service management software.
How does Workiz Service Plans work?
Once activated, you can create service plan templates specifying details like service intervals, number of visits, pricing, and billing frequency.
Clients can be enrolled in these plans, which automatically schedule visits and generate invoices. The system also sends automated reminders to clients before upcoming visits, ensuring timely service delivery and payments.
Can I customize service plans to fit my business needs?
Absolutely.
Workiz allows you to tailor service plans with options for plan duration, visit frequency, pricing, discounts, and billing intervals.
You can also attach documents, set tax rates, and decide on automatic renewals, providing flexibility to match your business model.
How do automations enhance Service Plans?
Workiz integrates automation by sending clients reminders before their scheduled service visits. These automatic messages prompt clients to confirm or reschedule, reducing no-shows and ensuring efficient scheduling.
Additionally, you can create custom automation rules tailored to your business processes, such as additional client reminders, automatic payment or invoicing alerts, or internal alerts to your dispatchers.
Is the Service Plans feature mobile-friendly?
Yes.
Workiz’s mobile app allows you to manage service plans on-the-go.
You can enroll clients, view plan details, and monitor upcoming visits directly from your mobile device, ensuring flexibility and real-time access to your FSM tools.
How do Service Plans integrate with other Workiz features?
Yes, everything in Workiz is seamlessly connected and integrated under one roof.
Service Plans sync with Workiz’s scheduling, invoicing, client CRM features, price book, and all other Workiz features.
Scheduled visits from service plans appear on your calendar, invoices are generated automatically, and client profiles are updated with plan details, providing a cohesive field service management experience.
Can clients manage their service plans online?
Yes.
Clients can access the Workiz client portal to view their service plans, upcoming visits, and payment history. They can also make payments, request changes, or communicate with your team, enhancing transparency and customer satisfaction.
