The Ultimate Protection Plan is an annual maintenance plan that covers maintenance to the major pieces of equipment to the home (Furnace, A/C, Water Heater, and Electrical Panel) as well as additional discounts which are listed below.
The maintenance on these items within the home is a Must-Do, so this is a great way to save on keeping your home at it's Best.
What does the UPP include?
Yearly Furnace Tune Up (normally priced at $99)
Yearly A/C Tune Up (normally priced at $99)
Yearly Water Heater Flush
Yearly Electrical Safety Analysis
Reduced Service Charge ($59 for same day, $29 for next day)
Front-of-the-line scheduling on all repairs
$100 off after hours fee when you need us for those emergencies that come up
5% off any repairs or replacements. Savings on all work that's planned as well as unexpected but necessary
The cost of The Ultimate Protection Plan is only $8.25 a month ($99 a year).
The plan is cancellable at each one year anniversary.
How to add a UPP club membership to the Customer account?
Find Customer screen in Svc Titan
Click on Add Membership
Choose the Type (most commonly as: UPP - Monthly)
Change Business Unit to Maintenance/ UPP
Set First Billing date as today
Set next Billing Date as 30 days after today
Set Preferred payment method as ACH or Credit Card.
In order to collect payment you need to enter XXXXXXXXXXXXXX (under construction here)
Set your name as the Sold By person
Apply Member Pricing to only the one location they're calling us about today
If they would like to add additional locations they have to pay $8.25mo for each additional location as well (do so after this process is completed)
Skip down to Add Recurring Services: Choose "the following location" and select only the one location they're calling us about today