Set up vehicle service plans

Use this guide when your facility offers recurring care for stored vehicles.

A service plan is a simple list of work that repeats. For example, a Premium Care Plan may include a monthly internal service, a quarterly dealer service, and a yearly intake-style inspection.

What you will accomplish

You will create a vehicle service plan and add the recurring work that belongs in that plan.

Operations settings page showing service plans with Premium Care Plan and Basic Storage Check rows — Service plans appear near the top of Settings > Operations.

Before you start

You should be signed in as a team admin or manager.
Open Settings > Operations.
Decide the plan name customers and staff will understand, such as Basic Storage Check or Premium Care Plan.
Confirm the recurring work already exists as event types in Settings > Events & schedule.
If the plan should connect to a paid product or price, review Connect payment processing first.

Create a service plan

Open Operations settings
Go to Settings > Operations.
Find the section named Membership and recurring plans.
Click Add service plan
Click Add service plan.
A window named Create service plan opens.
The Create service plan window is where you name the plan and add the repeating work.
Enter the plan name
In Name, type a clear plan name.
Good examples:
- Basic Storage Check
- Premium Care Plan
- Monthly Maintenance Plan
Why this matters: Staff may see this name when assigning a plan to a car. Keep it short and easy to recognize.
Add a description
In Description (optional), explain what the plan includes in one short sentence.
Example: Monthly wash, quarterly inspection, and yearly dealer service reminders.
Expected result: A teammate can understand the plan without asking what it means.
Keep Active turned on
Leave Active turned on if this plan should be available for cars.
Turn Active off only when you are preparing a plan but do not want staff to use it yet.
Add plan items
In Plan items, click Add item.
For each item, choose:
- Event type: the kind of work that repeats.
- Every: the number for the repeat schedule.
- Unit: week, month, quarter, or year.
Example: choose Internal Service, set Every to 1, and set Unit to Month(s) for monthly internal service.
Save the plan
Click Save.
The plan appears in the Membership and recurring plans table.
Expected result: Staff can see the plan name, how many items it contains, whether it is active, and any linked price information.

Add more than one recurring item

Most plans include more than one kind of repeating work.

For example, a premium plan could include:

Internal Service every 1 Month(s)
Dealer Service every 1 Quarter(s)
New Car Intake every 1 Year(s) as a yearly condition review

Use the Add item button for each recurring task.

Edit or archive a service plan

Find the plan
Go to Settings > Operations and find Membership and recurring plans.
Click Edit to make changes
Click Edit to update the plan name, description, active setting, linked price, or plan items.
Click Save when you are done.
Click Archive when the plan should no longer be used
Click Archive if your team should stop assigning the plan to new cars.
Why this matters: Archiving hides the plan from new use while keeping history for records that already used it.

Helpful tips

Start with your most common plan first. A simple plan that staff understand is better than a complex plan nobody uses.

Use customer-friendly names if customers may see the plan later. Use staff-friendly descriptions to explain what work is included.

Troubleshooting

What to do next

After service plans are ready, assign them while editing a vehicle record. If your team also needs a repeatable checklist for intake, pickup, or service work, continue with Create operations workflows.