The Maintenance Plan Savings setting controls whether a promotional banner is displayed on invoices and estimates for customers who are not part of a maintenance plan. This helps encourage homeowners to sign up by highlighting potential savings.
How to Enable
Go to Settings.
Select Maintenance Plan.
Scroll to the bottom of the page to find the Maintenance Plan Savings section.
Toggle Show maintenance plan savings to ON.
Enter the Call to Action URL where customers should be directed when they click the banner.
Click Save changes.
What Customers See
When enabled, customers who are not members of your maintenance plan will see a banner on their invoice or estimate.
The banner highlights the potential savings they could receive by joining your plan.
If they click the banner, they will be taken to the Call to Action URL you configured (such as your membership page or sign-up form).
Customers who are already members will not see this banner.
Example Use Case
If you want to drive more enrollments to your company’s maintenance program:
Enable Show maintenance plan savings.
Enter your membership page link, such as
https://yourcompany.com/memberships.Save your changes.
Now, whenever non-members receive an estimate or invoice, they’ll see a banner with savings information and a clear path to sign up.
✅ Tip: Make sure the URL you provide is active and points to a page designed to explain your membership program benefits clearly—this will help maximize conversions.