Service Plans
Monthly cover plans, what each client is entitled to and what the book is worth.
- A plan payment looks stuck — check it with GoCardlessWhat to do when a month says "on its way" long after it should have landed, or a Direct Debit does not show up after a customer has set one up.
- Email a plan to your customersSend one email about a service plan to the customers who are not on one yet, through your Mailchimp. Mucka writes it, you change what you like, send yourself a test, then send it.
- Monthly service plansWhat monthly cover plans are, how to build one, how customers agree to their cover, and how to collect the monthly Direct Debit.
- Plan visits pencil themselves inWhen an included service comes due, Mucka puts it in the diary as a pencil — no date, nobody told — and you agree the day from Arrange access.
- Refund a plan paymentHow to give a customer back some or all of a monthly plan payment, why the button sometimes is not there, and the seven-day wait.
- Selling more service plansPut a cover plan on a quote or an invoice so the customer can tick it, and switch on the messages that offer one after you have been out.