🛠️ Maintenance Plans

Give away (or sell) maintenance agreements with step-by-step tech checklists.

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Win every caller with a free maintenance agreement — your tech runs the checklist and captures the equipment every visit.

New: Service Plan Builder

Build plans from a library of checklists, send proposals with pricing options, and give customers a visit report.

📋 Plans

➕ Enroll

🔧 Visits

Create a plan

Plan name

Trade

Price $ (0 = free)

Visits / year

Give-away (free)

Checklist steps (what the tech does)

Find customer

Customer:

Plan First visit