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Capability

Does Workiz support maintenance agreements?

Yes.

Workiz supports maintenance agreements through its Service Plans add-on.12

High confidence · 2 sources · Verified August 16, 2026

Key details

Feature name
Service Plans
Plan operations
Templates, custom plans, enrollment, start and end dates, included visits, and attached terms
Billing
Recurring card payments, one-time card or ACH, or manual payment

Before you decide

Important caveats

  • Service Plans must be enabled as an add-on.
  • Visits begin as schedule placeholders and must be converted into jobs before normal job editing and technician assignment.
  • Downgrading to Workiz Lite or canceling Workiz cancels active service plans and future payments.

What this means

Businesses can create plan templates or custom plans, enroll clients, schedule included visits, collect recurring payments, apply member discounts, and manage subscriptions from a dedicated dashboard.12

Evidence

Official sources supporting the claim and limitations above.

  1. Enrolling clients in service plansSupports

    Workiz documents Service Plan templates and custom plans, enrollment dates, included visits, terms, discounts, and recurring or one-time payment options.

    Retrieved August 16, 2026

  2. Converting service plan visits into jobsSupports

    Workiz documents included service-plan visits and their conversion into schedulable jobs.

    Retrieved August 16, 2026

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