> ## Documentation Index
> Fetch the complete documentation index at: https://support.jomioz.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Service plans

> Renewals, visit reminders, invoices, agreements, and plan templates.

Open **Settings → Service plans**. The page is there when recurring work is on your plan. Visit templates and reminders are on Growth. Agreements, renewals, and contract defaults are on Pro.

These reminders go to the **customer**. They do not alert the office.

## Service plan notifications

| Setting                                  | On                                           | Off                                                |
| ---------------------------------------- | -------------------------------------------- | -------------------------------------------------- |
| Renewal reminders                        | Customers are emailed to renew the plan      | No renewal email                                   |
| Send to customers with notifications off | Those customers still get the plan reminders | Customers who turned notifications off are skipped |

## Recurring visit reminders

This card only shows when WhatsApp messaging is on. **Send recurring visit reminders** messages the customer on WhatsApp before a visit on an active service plan.

**Send before visit (minutes)** is how early. 1440 minutes is 24 hours. You write the WhatsApp message here. Placeholders can include the plan name and the appointment time. A language with no message of its own gets English.

Off means no automatic WhatsApp for upcoming plan visits. If WhatsApp is not connected, open [Communications](/settings/messaging) first. Nothing sends until it is **Ready**.

One-off job visits are a different reminder, under [Jobs → Reminders](/settings/jobs).

## Plan billing invoices

This is what happens when recurring billing creates an invoice: after each visit, on a schedule, or when the plan closes. Autopay on a single plan is separate. That charges a saved card and is not this switch.

**Automatically send plan invoices** applies to invoices that service-plan billing creates, including “invoice after each visit is completed”.

| After the invoice is created     | Effect                                                 |
| -------------------------------- | ------------------------------------------------------ |
| Leave as draft for review        | Someone still has to send it                           |
| Send to the customer immediately | The customer receives it as soon as billing creates it |

The choice only appears while automatic send is on. While it is off, those invoices stay as drafts.

## Plan templates

**Add template** stores a starting point for a repeating plan: schedule, billing, and line items. It does not store a customer or a property. Those are chosen when the plan is sold.

On the template you set:

* **Template name**, **Description**, and an optional **Category** (for your team only; it does not change the schedule)
* The repeating schedule and the billing defaults
* Line items
* Agreement guidance for when a plan from this template is ready to send
* Checklists, custom fields, tags, and a lead source

Deleting a template does not change plans already sold from it.

## Renewal behavior

| Setting                           | On                                                                                              |
| --------------------------------- | ----------------------------------------------------------------------------------------------- |
| Extend term when customer signs   | When they sign a renewal agreement, the term end moves forward by one year                      |
| Pause plan when agreement expires | A plan that does not auto-renew, and that expires without a new signature, is set to **Paused** |

## Agreement signature

**When agreement is unsigned**

| Choice                                  | Effect                                                                   |
| --------------------------------------- | ------------------------------------------------------------------------ |
| Warn only (visits can still be created) | Staff see a reminder on the active plan. Visits still go on the schedule |
| Block visit creation until signed       | Visits stay off the schedule until the customer signs in Client Hub      |

## Default service agreement

Optional. **Default title** and **Terms guidance for AI** shape the agreement draft when a plan is ready to send. The guidance is notes for the draft. It is not pasted onto the agreement word for word. You can still edit each plan before you send it.

Placeholders: `{{plan_name}}`, `{{company_name}}`, `{{customer_name}}`, `{{billing_summary}}`, `{{schedule_summary}}`.