Settings
Set up vehicle service plans
Create recurring vehicle care plans so staff can track the services included in each storage or membership level.
Use this guide when your facility offers recurring care for stored vehicles.
A service plan is a named package of work that repeats on a schedule. For example, a Premium Care Plan might include an internal service every month, a dealer service every quarter, and a yearly condition review.
When plans are set up well, staff know what care a car should receive, and customers understand what their storage tier includes.
What you will accomplish
- Create at least one service plan with a clear name and description.
- Add plan items that link to real event types and repeat schedules.
- Assign the plan to a vehicle on the Cars page.
- Know how to edit, deactivate, or archive a plan later.
When to use a service plan
Use a service plan when:
- A storage tier includes repeating maintenance or inspections.
- Your team tracks monthly washes, battery checks, or fluid top-offs as part of membership.
- You want one label on a car record that explains all included recurring work.
Do not use a service plan for a one-time charge. Use Create an invoice or Manage recurring billing for money that repeats on a bill.
Before you start
- You should be signed in as a team admin or manager.
- Open Settings > Events & schedule and find Service plans.
- Confirm event types exist in Settings > Events & schedule (for example Internal Service, Dealer Service, New Car Intake).
- Decide the plan name customers and staff will recognize (for example Basic Storage Check or Premium Care Plan).
- If the plan ties to a paid membership price, review Connect payment processing first.
Create a service plan
- Open Events settings
Go to Settings > Events & schedule.
Scroll to Service plans.
- Click Add service plan
Click Add service plan.
A window titled Create service plan opens.
Expected result: You see fields for name, description, active switch, optional linked price, and plan items.
- Enter the plan name
In Name, type a short label staff will recognize on car records.
Good examples:
- Basic Storage Check
- Premium Care Plan
- Climate Storage Plus
Why this matters: The same name may appear when staff assign care to a vehicle.
- Add a description
In Description (optional), write one sentence about what is included.
Example: Monthly internal service, quarterly dealer service, and yearly intake inspection.
Expected result: A new teammate can read the description and understand the plan without asking.
- Keep Active turned on
Leave Active on if staff should assign this plan to cars now.
Turn Active off while you are still drafting. Inactive plans cannot be assigned to new vehicles.
- Add plan items
In Plan items, click Add item.
For each item, set:
- Event type — the kind of work (pick from your event types list).
- Recurring schedule — same options as the Schedule calendar (weekly, monthly, and so on). Leave Until empty for no end date.
- Default start time and Duration — when the first occurrence should appear on the calendar.
Example: Internal Service, repeats monthly, starts at 9:00 AM for 60 minutes.
Click Add item again for each additional repeating task.
- Click Save
Click Save at the bottom of the window.
Expected result: The plan appears in the service plans table with the item count and active status.
Example plan items
A Premium Care Plan might include:
- Internal Service — every 1 Month(s)
- Dealer Service — every 1 Quarter(s)
- New Car Intake — every 1 Year(s) (yearly condition review)
A Basic Storage Check might include only one monthly internal service. Start simple; you can add items later.
Assign a service plan to a vehicle
Creating the plan does not automatically attach it to cars. Assign it on each vehicle that should receive that care.
- Open Cars
Go to Cars.
- Open the vehicle record
Click the vehicle row, then choose View (or open the car from search).
- Find Service plan on the car page
Scroll to the area labeled Service plan (or service plans) on the vehicle detail page.
- Choose the plan and start date
Select the plan from the list. Set the start date when recurring care should begin (often the storage start date).
Save your changes on the car record.
Expected result: The car shows which plan is active and when care started. The facility Schedule shows upcoming recurring appointments for that vehicle (like Google Calendar). Link a recurring product to the plan to auto-apply when a subscription is tied to a car.
Edit or archive a service plan
- Return to Events & schedule
Go to Settings > Events & schedule and scroll to Service plans.
You can also click Manage service plans from Settings > Operations.
- Click Edit
Click Edit on the plan you want to change. Update the name, description, items, active switch, or linked price. Click Save.
- Click Archive when the plan should retire
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.
Helpful tips
Start with the plan your team uses most often. A simple plan everyone understands beats a complex plan nobody assigns.
Use customer-friendly names if customers may see the plan in the portal or on paperwork. Use the description field to explain work in plain English.
After assigning a plan to a few cars, open Schedule and confirm upcoming work looks correct.
Troubleshooting
What to do next
- Assign plans to other vehicles from Cars.
- If intake or pickup needs a checklist, set up Create operations workflows.
- For parking layout, continue with Set up parking spots and zones.
- Return to Configure operations settings for the full Operations overview.