Maintenance plans in ServiceM8 with Service Plan Pro

2 minutes 26 seconds, published 10 September 2026

What this video covers

It opens on the end result: a ServiceM8 dispatch board with a job card that came from Service Plan Pro, there because a member's visit fell due. Then it goes back to the start. Connecting ServiceM8 takes one click and a ServiceM8 sign-in, and your client list syncs straight in, so you enrol the customers you've already got instead of retyping them. A plan carries the price, the visit schedule and the perks. Enrolling a customer gives you an agreement link, and Fatima opens it on her phone, signs and pays by card, with the money settling into your own Stripe account. Her visits land on the schedule, each one becomes an unassigned job in ServiceM8 when it's due, and each payment shows up in her client diary. It ends on her own portal and your numbers: monthly recurring revenue, active members, churn and who's about to lapse.