Plans
Plan templates
Templates give you a ready-made plan for common home service roles. Each one asks a few focused questions and builds a plan from your answers, using the metrics ShareWillow already pulls from your software.
How it works
- Templates for technicians, customer service representatives and installers.
- Jobber users also see Salesperson and Crew templates.
- Which templates you see depends on the software you've connected.
- Change any part of a template before you publish.
Related
- Build a plan — Create a custom incentive plan step by step.