Plan Sign-Up Forms on Your Handyman Website
Let Customers Join Themselves
A sign-up form lets customers choose a plan and enter their address and card.
Into the Software
Responses land in Form Responses; one click makes them a client.
Card at Sign-Up
Capturing the card at sign-up means the first visit can be charged on completion.
Keep the Form Short
Name, address, phone, plan choice, card.
Promote It
Link to the form on invoices and in seasonal texts.
Keep Reading
Next in this series: Plan Customers Requesting Extra Work in the Customer App. Before that came Auto-Charging Plan Visits on Completion. For the full picture, go back to the home maintenance plans overview.
Turn One-Time Customers Into Plan Customers
Recurring visits that come due on their own, the items on every house and automatic billing. Try HandymanBossPro free for 14 days.
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