Sell or give away maintenance plans
Sell a plan from the office or on the tech’s phone with the customer’s signature, or give it free with a reason, like a first year free with a new system.
Free forever Not a trial. No card, no contract, unlimited users. Card payments cost 3.9% + 30¢. Our promise →
Step 1: Load the tiers
In Sales → Agreements → Templates, tap Load detailed tiers. You get Essential (1 visit a year), Plus (2) and Premium (4) for each of your trades, with their checklists. The prices are samples from the platform workbook; set your own before you sell.
Step 2: Give a plan free
On the Sell tab, pick the customer and plan, tick Give this plan free and say why (for example First year free with new system install). The plan is $0, no invoice is made, the visits are scheduled, and the reason shows everywhere the plan does.
Step 3: Sell from the tech app
At the end of any visit, the tech opens 🏠 Home → Offer a plan, picks the plan and billing, and the customer signs on the phone. Only the office can give a plan away.
Step 4: Everyone sees the plan
The customer’s page, every ticket and the homeowner app show which plan they’re on, its tier and its visits.
Still stuck? Tell us what you were trying to do and where you got stuck. A screenshot helps.
Your ticks are saved in this browser only. Updated October 2026.
Questions about this
Do protection plans work the same way?
No. Protection plans are only sold through a licensed plan provider and are off until one is approved. Maintenance plans never promise to pay for repairs.