Maintenance Plans in Breezy allow you to offer recurring service agreements to your customers — helping you build long-term relationships and ensure steady recurring revenue. This guide walks you through how to enable, configure, and customize maintenance plans for your company.
Accessing Maintenance Plans
Go to your Settings from the left-hand menu.
Select Maintenance Plans.
From here, you can enable or disable the feature entirely:
If you don’t plan to offer maintenance plans, simply toggle it off.
To start using it, toggle it on and proceed with configuration.
Default Tax Rate
You can set a default tax rate for all maintenance plans.
If your plans don’t require a specific tax setup, you can leave this set to None.
Included Services
Under “Included Services,” select which service categories or line items are covered for free within your maintenance plans.
For example, you may choose to include only Maintenance Services at no additional cost, while other service types remain billable.
This gives you full flexibility to define what each plan covers.
Renewal Settings
Decide how customers’ maintenance plans renew:
Auto Renew – Automatically renews plans each term without customer action.
Manual Renew – Requires customer consent each time.
Auto and Manual – Offers both options.
Choose the method that aligns with your company’s policies and customer agreements.
Plan Types
By default, Breezy provides sample plan types such as Silver and Bronze, which you can customize.
You can:
Edit existing plan types
Duplicate them for easy creation of similar plans
Deactivate any plan types you no longer offer
Create a New Plan (e.g., a “Gold” plan)
Creating a New Plan
When creating a new plan:
Name your plan (e.g., Gold, Platinum, etc.)
Add a description
Set the number of visits per year (e.g., 3 visits for Gold, 2 for Silver)
Define days until visits expire
Choose your pricing model
Pricing Options
Flat Rate Pricing – One set price for all members.
Equipment-Based Pricing – Price varies depending on the customer’s equipment type.
Specify the flat rate or configure pricing by equipment type.
Billing Periods
Select how you’ll bill customers for their plan:
Annually
Monthly
or another frequency based on your business model.
Plan Discounts
You can define discounts that members receive under the plan — for example:
10% off installations for Silver members
5% off service calls for Bronze members
You can also add custom discount descriptions for clarity.
Terms and Conditions
Add your legal disclaimers and agreement terms here.
This section is where you define:
What’s covered or excluded
Renewal terms
Customer obligations and company commitments
Clear terms help prevent misunderstandings and ensure compliance.
Visual Branding
You can customize your plan’s appearance with:
Images or icons (e.g., plan medallions)
Colors for headers and accents
These elements help distinguish your plan tiers and make them visually appealing.
Equipment Coverage
Specify which equipment types are included in each plan.
For example:
Covered: Air Conditioners, Gas Furnaces
Not Covered: Water Heaters, Mini-Splits
You can set:
Included Service Types (e.g., Maintenance only)
Price per Service vs. Regular Price, to display discounts (e.g., $144 → $72)
This allows customers to clearly see the savings provided by their plan.
Turning the Feature On or Off
You can enable or disable the entire Maintenance Plan feature anytime.
Turning it off hides the feature from your company’s workflow and prevents new plan creation.
Next Steps
Once your maintenance plans are set up, you can:
Apply them to customer accounts
Manage renewals
Track plan usage and visits
View reports and renewals in the admin dashboard
For more details, see our next guide:
👉 Using Maintenance Plans in the Field (Technician App)
That’s it!
You’ve now configured Maintenance Plans in Breezy.
If you need additional help, contact support@getbreezyapp.com or chat with us in the help bubble.
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Setting Up Maintenance Plans in Breezy
Maintenance Plans in Breezy help your company offer recurring service agreements that keep customers loyal and your revenue consistent. This guide covers everything you need to know to enable, configure, and customize maintenance plans for your business.
Accessing Maintenance Plans
Go to ⚙️ Settings from the left-hand menu.
Click Maintenance Plans.
From here, you can toggle the entire feature on or off:
If you’re not offering maintenance plans yet, keep it off.
If you plan to use it, switch it on and start configuring your plans.
Default Tax Rate
You can set a default tax rate for all maintenance plans.
If no tax is needed, leave this field as None set.
Included Services
Choose which services are included as part of your maintenance plans.
For example, you might offer Maintenance Services for free while excluding installation or repair work.
You can select from your existing service categories or line items, giving you flexibility over what’s covered.
Renewal Settings
Decide how your maintenance plans renew:
Renewal Type | Description |
Auto Renew | Automatically renews plans each term without customer action. |
Manual Renew | Customers must confirm renewal each cycle. |
Auto + Manual | Offers both options. |
Select the method that best aligns with your business policies and customer agreements.
Plan Types
By default, Breezy includes sample plans like Silver and Bronze. You can:
✏️ Edit existing plan details
📄 Duplicate to use as templates
🚫 Deactivate plans you no longer offer
➕ Create New plans (e.g., “Gold” or “Platinum”)
Each plan can have its own pricing, visit frequency, discounts, and branding.
Creating a New Plan
When creating a new plan:
Name the plan (e.g., Gold Plan).
Add a description.
Set the number of visits per year.
Define days until visits expire.
Choose your pricing model.
Pricing Options
Type | Description |
Flat Rate Pricing | One fixed fee for all members. |
Equipment-Based Pricing | Pricing varies based on the customer’s equipment type. |
You can specify an annual flat rate or configure per-equipment pricing for maximum flexibility.
Billing Periods
Select how often you want to bill customers:
Annually
Monthly
or another preferred schedule
Plan Discounts
Offer exclusive discounts to plan members — for example:
10% off installations
5% off service work
Custom discounts labeled however you choose
This helps incentivize membership and increases perceived plan value.
Terms and Conditions
Use this section to include your agreement terms and disclaimers, such as:
What’s covered and excluded
Renewal and cancellation terms
Customer and company responsibilities
Clear terms protect both you and your customers.
Visual Branding
Add your company’s flair by customizing:
Plan icons or medallions
Colors or accents
This helps distinguish plan tiers (e.g., Bronze, Silver, Gold) and keeps your visuals consistent with your brand.
Equipment Coverage
Define which equipment types are covered by each plan.
Example:
Equipment Type | Regular Price | Plan Price |
Air Conditioner | $144 | $72 |
Gas Furnace | $144 | $72 |
You can add new equipment types, label them, and set custom pricing to clearly display customer savings.
Turning the Feature On or Off
At any time, you can disable Maintenance Plans if you’re not actively using them. Turning the feature off removes it from your company’s workflow until re-enabled.
Next Steps
Once your plans are configured, you can:
Apply them to customer accounts
Manage renewals
Track plan usage and visits
Run reports on plan performance
For more guidance, check out:
👉 Using Maintenance Plans in the Field (Technician App)