Plans - Managing Plans

How do they work?

Contractor Plans allow you to provide the ultimate customer experience to your clients. With a Contractor Plan attached to your account, you can directly access any of your customers’ controllers from your own account.

This means that you can make changes to your customers’ controllers while on the road—you can switch between any controller with just two clicks. Imagine the time you’ll save by avoiding an on-site trip and the enhanced customer experience you can offer.

Managing your customers

From your Contractor Plan account, you can create new customers and controllers for those customers. When you create a new customer account, that customer is automatically linked to your account, and you can immediately start managing their controller (or creating new configurations). You can also allow your customers to manage their own controllers (if you want to).

You can create controller configurations during downtime because we don’t require you to install a controller before configuring it. Once on-site, all you have to do is connect the controller to wireless and start testing your zones, so this can be real-time.

How is it charged?

Each Contractor Plan account has a maximum number of customer controllers that can be managed. Contractor Plans start with 25 free controllers, but can scale to thousands of controllers under management.

Each customer account that is linked to yours will have controllers that count toward your contractor plan limit. If you no longer want to manage a customer’s controller, you can remove that customer from your account, and the number of linked controllers will go down.

Customer plans

Each customer account will be on either the Home or Enthusiast Plan. If your customer decides they want the enhanced features in the Enthusiast Plan, you can sell this to them and start earning recurring revenue.

An example of a contractor-based account is shown below:

contractor_example

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