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What you will accomplish

You will create a service plan—a named package of repeating checks (engine start, tire pressure, mileage, Internal Service, or a custom task) that your team can assign to vehicles on Cars. When service plans are set up well:
  • Staff know which recurring care belongs to each storage tier or membership level.
  • The car page, Cars list, and dashboard show the same due / not-due state for each check.
  • Schedule still shows recurring appointments when a plan item is an event type.
  • Customers understand what is included in their plan name and description.
  • Managers can review which cars are on which plan from the vehicle record—not from a spreadsheet.

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When to use a service plan

Use a service plan when the same bundle of work repeats for stored vehicles—for example Basic Storage Check (one monthly internal service) or Premium Care Plan (monthly internal + quarterly dealer service). Do not use a service plan for one-time charges. Use Create an invoice or Manage recurring billing for repeating payments.
Service plans are checks, not just calendar eventsA plan item is a check plus a cadence. Built-in checks (engine start, tire pressure, mileage, fuel) and custom checks track whether the work happened this cycle. If the check is an event type, the plan still creates recurring appointments on Schedule. Pickup and other events can credit extra checks from the event type Service plans step, including any checklist row on that event—see Configure event types. Engine start is recorded on the event itself when that field is turned on.
Service plans vs recurring billingA service plan schedules work on the calendar. Recurring billing charges the customer on a schedule. A membership might use both—a plan for care and a billing rule for the monthly fee—but they are set up in different places.

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Before you start

  • You can open Settings > Services & schedule as a team admin.
  • Event types already exist for each kind of work in the plan (for example Internal Service, Dealer Service). Create them first with Configure event types.
  • You decided on a customer-friendly plan name and a short description.
  • Optional: if the plan ties to a paid membership, finish Connect payment processing before linking a price.

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Review the Service plans section

Before you add a plan, scroll to Service plans on Settings > Services & schedule. An empty section shows only the Add a service plan tile. A populated section shows plan cards with item counts and Active status.
Services and schedule page showing Service plans section with plan cards and Add a service plan tile
Service plans live on Settings > Services & schedule, below Services & event types. Click Add a service plan to create your first package.

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Create a service plan

1

Open Services & schedule

Go to Settings > Services & schedule.Scroll to Service plans.Expected result: You see plan cards (or an empty section with Add a service plan if this is your first plan).
2

Click Add a service plan

Click the dashed Add a service plan tile.Expected result: A window titled Create service plan opens with fields for name, description, Active, optional linked price, and Plan items.
3

Name the plan

In Name, type a label staff will recognize on car records.Good examples: Basic Storage Check, Premium Care Plan, Climate Storage Plus.Why this matters: The same name appears when staff assign care to a vehicle and when managers review the schedule.
4

Add a plain-English description

In Description (optional), write one sentence about what is included.Example: Monthly internal service, quarterly dealer service, and yearly condition review.Expected result: A new teammate can read the description without asking what the plan covers.
5

Keep Active turned on

Leave Active on if staff should assign this plan now. Turn it off while you are still drafting—inactive plans cannot be assigned to new vehicles.
6

Choose whether it only runs in the facility

On the Apply step, turn on Only while the car is in the facility if washes, engine starts, and other repeating care should pause when the car is off-site.When this is on, the start date is the day the car was added to a spot or zone—the same day of the month (or weekday) used for the repeating schedule. Due items and calendar visits stop while the car is gone and start again from the new arrival date when it returns.
7

Add plan items

In Plan items, click Add item. For each row, set:
  • Check — a built-in check (Engine start, Tire pressure, Mileage, Fuel), an existing event type, or Create custom.
  • Recurring schedule — how often it is due (weekly, monthly, quarterly, and so on). Leave Until empty for no end date.
  • Default start time and Duration — only for event-type checks, so the first occurrence appears on Schedule. Non-event checks do not create calendar visits.
Example: Engine start every month, plus Internal Service every month at 9:00 AM for 60 minutes.Click Add item again for each additional check.
8

Click Save

Click Save at the bottom of the window.Expected result: The plan appears as a card in the Service plans section with an item count and Active status.
Create service plan dialog showing Name, Description, Active toggle, Plan items section, and Add item button
Each plan item ties one service check to a repeat schedule. Event-type checks still generate calendar visits; other checks only track due state.

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Example plan items

A Premium Care Plan might include:
  • Engine start — every 1 month (no calendar event)
  • Internal Service — every 1 month (creates a recurring appointment)
  • Dealer Service — every 1 quarter (creates a recurring appointment)
Start with one monthly item if you are unsure. You can add more items later without rebuilding the plan from scratch.
Edit service plan dialog for Premium Care Plan showing two plan items with monthly and quarterly schedules
Open Edit on an existing plan to add items, change repeat schedules, or update the description. Click Save when you finish.

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Assign a plan to a vehicle

Creating the plan does not attach it to cars automatically. Each vehicle needs its own assignment and start date—usually the day storage begins or the day the membership starts.
1

Open Cars

Go to Cars and open the vehicle that should receive this care (for example a stored Lamborghini or Porsche).
2

Find Service plan on the car page

Scroll to Service plan on the vehicle detail page.Expected result: You see a dropdown of active plans and a start date field.
3

Choose the plan and start date

Select your plan from the list. Set the start date when recurring care should begin (often the storage start date).Save the car record.Expected result: The car shows the active plan name and a red/green list of checks (last done and next due). Event-type items also appear on Schedule.
4

Confirm recurring appointments on Schedule

Open Schedule and look a few weeks ahead for the vehicle.Why this matters: Service plans only help when staff see the future appointments on the calendar—not just the plan name on the car record.Expected result: You see tentative or scheduled events for each plan item (for example monthly Internal Service). If nothing appears, check that the start date is today or in the past and the plan is Active.For how those appointments look on the calendar, read Understand tentative and service plan events.
Schedule calendar in month view showing multiple colored service appointments across September
After you assign a plan and start date, open Schedule and look ahead a few weeks. You should see recurring appointments for each plan item.
Car detail page showing Service plan section with a plan selected and a start date
Assign the plan on the car record. The start date anchors when the first recurring appointments are generated. For additional screenshots of the assignment field from the Settings docs path, see Set up vehicle service plans.

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Edit or archive a plan

1

Return to Service plans

Open Settings > Services & schedule and scroll to Service plans.
2

Click Edit

Click Edit on the plan. Update the name, description, items, Active switch, or linked price. Click Save.Why this matters: Changing repeat rules affects future appointments. Review Schedule for cars already on the plan after you save.
3

Click Archive when the plan retires

Click Archive when the plan should no longer be assigned to new cars.Why this matters: Archiving keeps history for cars that already used the plan while hiding it from new assignments.

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What success looks like

After setup:
  • Each storage tier or membership has a clearly named plan staff recognize.
  • Cars on a plan show due/not-due checks on the vehicle record and in the Service column.
  • Schedule shows upcoming recurring appointments for event-type checks.
  • Customers can read the plan description and know what care is included.

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Troubleshooting

Add item is disabledYou need at least one service check. Built-in checks (engine start, tire pressure, mileage, fuel) are created automatically. You can also pick an event type or create a custom check.
The plan does not show on the carConfirm the plan is Active. Open the car record, refresh the page, and verify you saved the service plan assignment and start date.
Upcoming schedule looks wrongEdit plan items on Settings > Services & schedule. After you change repeat rules, review upcoming appointments on Schedule for cars already on the plan.
I need both care scheduling and monthly billingUse a service plan for calendar work and Manage recurring billing for customer charges. They solve different problems and can be used together for a membership product.

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What to do next