Question 1

What is the maintenance plan signup template for?

Accepted Answer

A maintenance plan turns one-off jobs into recurring visits. The form asks what to look after, how old the system is and how often to visit, so your scheduler can book the year in one go.

Question 2

What does the maintenance plan signup template ask?

Accepted Answer

7 questions: What's your name? Nice to meet you, {{name}}. What's your email? And a phone number? Service address What should we look after? How old is the main system? How often should we visit?

Question 3

How does it qualify leads?

Accepted Answer

Each answer adds points. At 30 points or more a lead is Hot: it sees your booking link at the end and is marked Qualified in your lead list. From 15 points it is Warm. You can change the points and both thresholds in the editor.

Question 4

How do I use this template?

Accepted Answer

Press Use this template and it opens in the ManyPI form editor. Change the questions, the wording and the design, publish it, then share the link or embed it on your website. Every response becomes a lead in the list you choose.

Maintenance plan signup template

Join our maintenance plan