The quick and simple solution to your Service Plan administration.
The Service Plans tool in TradeHelp Office lets you simply and quickly set up pay-monthly service plans for your customers, to help give you guaranteed recurring income all through the year.
If you have any questions which aren’t answered below, please do not hesitate to contact us on 01978 666887 or [email protected]. Our offices are open Monday-Friday, 8.30am-5pm.
How do I get started?
Can I start selling service plans today?
If you already have a GoCardless account, just link it in your Settings by clicking through to GoCardless and logging in with your usual credentials. Once this is done, you’re good to go.
If you are setting up a new GoCardless account, this can take anything from 3-10 working days, as GoCardless will need to review and verify your application. To do this, they may require additional documentation. Once approved by GoCardless you are ready to start signing up your customers to service plans.
You’re able to add and remove users from your account in the settings section, so you can ask someone in your team to input your customer information on your behalf.
Also, TradeHelp can bulk upload customer information if required – you just need to request an excel template from us if so.
After your 2 month free trial, if you want to continue to use the Service Plans tool you will need to subscribe to TradeHelp Office HeatPro, currently £25+vat per month.
This monthly subscription cost also gives you access to a fully editable version of the full TradeHelp Office software solution, plus the remote appointments tool, integrations with Quickbooks and Xero, and the Web Quote Tool for instant leads.
Additional charges for the Service Plans tool are by way of a small deduction from each monthly payment to cover admin fees. These charges are set out in your Service Plan Settings and when you create a new Plan, so that you can quickly and easily see the income you will receive after fees. TradeHelp charge 30-50p (inc vat) and GoCardless charge 1% plus £0.20+vat per plan per month.
All service plans should be paying in advance for the next service, not paying for work you’ve already completed.
The t&cs of the plan provide that the customer may cancel their plan at any point but that, if they cancel their plan prior to their next service, they will receive no refund (refunds only being payable if a customer cancels within the first 14 days of a plan and no work has been carried out under the plan at that time).
The t&cs also provide that, if the customer cancels their plan within a 12 month period during which you have provided products/services under the plan, the cost of which hasn’t been covered by payments they have made, then you are entitled to bill them for the cost.
Does TradeHelp use my customer data?
No. TradeHelp only process your customer data securely for you within the software. Your customers remain yours and would never be contacted by TradeHelp, other than through the automatic emails within the software.
What are Honeywell Home Comfort Plans?
Honeywell Home Comfort Plans are an opportunity for you to upsell your customers onto an upgraded plan, by communicating to them the benefits of using Honeywell Home products to efficiently and effectively control their heating system. These plans can be used alongside Honeywell Home controls.