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Service Plan Option on Leads

Feature Request

When a new lead comes in we can send them a quote, but as far as I can see we can’t sell a service plan directly, we have to make them a customer first. I would love to be able to create the service plan and the agreement directly for a lead and upon acceptance they become a customer. The current work around isn’t too difficult, but if they are never serviced I’d like to keep them as a lead for long term nurture.

Posted by Connor Wilcox ·
Status: Completed2 comments

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Comments2

  • Noah Sanches

    Team•

    Jul 6

    Hi Connor! This is already available! When you create a quote and go into advanced settings, there’s an option where once the quote is approved, you have have it automatically advance into a service plan for them to sign and even put card on file. Let us know if you need help with this

    • Connor Wilcox

      •

      Jul 14

      So from my understanding, they have to approve the quote before we can show them the visual part of the service plan. I would love to be able to use this visual before having them sign because the way I use it as if it were a visual sales aid. I believe you guys are also working on a visual sales aid, so if this is the case that might solve this problem.