As outlined in The Family Plan: Why? post, recurring maintenance plans such as our Family Plan are an important part of the business. Setting them up correctly is important also. Here’s how:
- OUTDATED as of 03/06/2026.
- The Family Plan is a regular pricebook item. Select it there.
- In the description section of the item, make a note about which visit you are on. For example, Visit #1 of 2.
- Under Customer Tags, select Family Plan Member.
- Let the customer know that the Office will be in touch when the next visit is coming due.
Note also:
- A maintenance visit should take no longer than 45-60 minutes.
- All maintenance visits should generate an average of $40 in repairs and/or upgrades.
See the Service Technician Key Performance Indicators post for more details on the above two items.
