Smarter Week

How to automate it

How to automate “book maintenance visits and renew service plans”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

30 min
typically, once a week
65%
of the time can be automated
Some setup
to set up

Fix 1 of 1

Automation

Let service plans schedule and remind themselves

Set up maintenance agreements in the field app so visits are created automatically and customers get a text to pick a time and renew.

Typically saves about 60% of the time2 h to set up
  1. 1Load every service plan customer into the field app's membership or agreement feature.
  2. 2Set the visit frequency and renewal date.
  3. 3Turn on automatic reminder texts with an online booking link.
  4. 4Review the list of non-responders once a month and call only them.

Tools: ServiceTitan, Jobber, Housecall Pro, FieldEdge, Workiz or simPRO

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Dispatcher / service coordinator

HourLeak · the 8-minute work audit

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Other common tasks for Dispatchers / service coordinators