Setting Up Your Customer Account on First Sign-In

Availability: all plans

The first time you sign in to a new customer account, ServiceVisit asks you to choose a subscription plan. If the plan has a monthly price, you then pay through a secure payment page. You can also be asked for your name and phone number. This guide walks through each step.

Before you start

Confirm your email address and sign in. If you choose a plan with a monthly price you will need a card to enter on the secure payment page. Your card details are entered on that page, not on ServiceVisit.

Steps

On Choose Your Plan, compare the plans. Each card shows its price, a monthly or free label, any annual saving, and its features. A banner shows the free trial length when a plan includes one.
Select Get Started on a plan with a monthly price, or Continue with Free on a free plan.
For a free plan, your subscription is created and you go to your dashboard.
For a plan with a monthly price, the Complete Your Subscription page appears and sends you to a secure payment page. Enter your payment details there.
After paying, you return to a page that says "Confirming your subscription…" and then land on your dashboard.
If asked, the Complete Your Profile page collects your First Name and Last Name, both required, and an optional Phone Number. Select Complete Setup & Continue to Dashboard.
To fill this in later, select Skip for now (you can complete this later in Account Settings).

Tips

The page notes that you can upgrade, downgrade or cancel at any time from your account settings.
Your phone number is used to send service updates and notifications. Enter a 10-digit US number.
Your name lets providers identify you and ties your property history to you.

If something goes wrong

If you see "No subscription plans are currently available. Please contact support to continue.", use the Contact Support button.
If you see "Failed to load subscription plans. Please refresh the page or contact support.", reload the page.
If you see "Failed to create your subscription. Please try again or contact support.", try the plan again.
If Payment could not be started appears, select Try Again, or Change Plan to go back to the plans. If you close the payment page without paying, you return to Complete Your Subscription.
If you see "First name and last name are required.", fill in both names.
If you see "Please enter a valid 10-digit US phone number, or leave it blank.", correct the number or clear the box.
If you see "Payment was completed, but we could not finalize your subscription change. Please contact support.", your payment went through. Contact support so the change can be completed.

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