ServiceSplit Integration
The ServiceSplit integration lets your garage offer customers monthly service plans with flexible payment options. You create the payment schedule in Garage Hive, and ServiceSplit handles billing and collection — simplifying the process for both the garage and the customer.
Integrating ServiceSplit With Garage Hive
To start integrating ServiceSplit with Garage Hive, contact ServiceSplit at help@servicesplit.com to request your API Key and Client Secret codes, which are required for setup.
Once you’ve received the codes, log in to your Garage Hive System. Choose the search icon, enter ServiceSplit Integration Setup, and select the related link.
On the setup page, enter the API Key and Client Secret codes from ServiceSplit in the appropriate fields.
In the Payment Method field, select ServiceSplit. Enter the Billing Anchor (for example, 1 for the 1st of the month) and set the Plan Duration in months, such as 10.
When finished, enable the integration using the Enabled slider.
Payment Gateway Setup
After enabling the ServiceSplit Integration Setup, you need a Payment Gateway record for taking payment with ServiceSplit on a document.
In the top-right corner, choose the search icon, enter Payment Gateways, and select the related link.
Click New to create a new Payment Gateway Card and enter the following:
- Code: A unique code, for example, SERVICESPLIT.
- Payment System: Select ServiceSplit from the dropdown.
Switch the Enabled slider to on.
Note: API credentials for ServiceSplit (the API Key and Client Secret) are entered on the ServiceSplit Integration Setup page, not on the Payment Gateway Card.
Payment Method Setup
You also need to set ServiceSplit as a payment method so it appears as an option on documents.
In the top-right corner, choose the search icon, enter Payment Methods, and select the related link.
Click New to create a new line and fill in the following:
- Code: Enter a unique code, for example, SERVICESPL.
- Description: Give it a clear name, such as Service Split Plan.
- Bal. Account Type: Set this to
G/L Account. - Bal. Account No.: Select the G/L account where funds received via ServiceSplit should be balanced.
The next step is to make ServiceSplit available at a specific garage location. Search for and open the Location Payment Methods page.
Click New to create a new line. Repeat this for each location that will offer ServiceSplit.
- Location Code: Select the relevant location (e.g., MAIN).
- Payment Method Code: Select the SERVICESPLIT code you created in the step above.
- Payment Gateway Code: Select the SERVICESPLIT gateway code from the dropdown.
Sending ServiceSplit Plan To Customer
To send a ServiceSplit plan to a customer, open a VI Estimate where you’ve quoted the work to be done. Select the Print/Send menu and choose the Send ServiceSplit Plan option.
A pop-up window will appear displaying the customer’s details, along with default values for Plan Duration (Months) and Billing Anchor (which can be adjusted if necessary).
It will also show the payment breakdown for the plan, including the First Payment Amount, the Monthly Payment Amount, and the Total Amount Including VAT. Once you are satisfied with the plan, click OK to send it.
The Service Plan will be sent to both the customer and your ServiceSplit account, where it can be found under the Plans menu.
The customer will receive an email with a link and will need to click on it to complete the payment plan sign-up.
Once the customer has signed up and added a payment method to ServiceSplit, they will need to activate the plan by clicking Activate Plan to make it active.
The plan will now be active in ServiceSplit, and both the document from which the service plan was sent and the Service Plan Contract can be accessed in the Agreement section.
Apply ServiceSplit as the Payment Method in a Jobsheet
To apply ServiceSplit as the payment method in a Jobsheet for a customer:
Open the Jobsheet where you want to take payment for the customer with the service plan. Select Payments/Posting from the menu bar, and then choose Take Payment.
On the Document Payments page, you will see the Available ServiceSplit amount at the top.
If you click on the amount in the Available ServiceSplit field, you will be able to view the details of the customer’s payment plan.
Note: The Available ServiceSplit amount only includes balances from active plans. Plans that are still in Draft status have a Current Balance of 0 and do not contribute to the available amount. This ensures that only confirmed, activated plans are used when processing payments.
Click on Pay by ServiceSplit to apply the ServiceSplit balance towards the payment.
A pop-up window will appear with several options. When you select the Complete Plan slider, the plan will be marked as complete, and the Remaining Plan Balance field will be activated, allowing you to choose how to manage the remaining balance.
If you select the Multiple Plans toggle, you can choose several plans to include in the payment. Click OK once you’ve finished.
Once you post the document, the ServiceSplit balance will be applied to pay the amount due.
Viewing ServiceSplit Customer Plans
You can view all ServiceSplit plans for a vehicle using the ServiceSplit Customer Plans page. This page provides an overview of every plan associated with the vehicle, including both active and draft plans.
To open the list, from a Service Document (Jobsheet, VIE or Estimate) select Actions in the menu bar, then choose Lookup, followed by Other and select ServiceSplit Plans. This will display the ServiceSplit plans for the vehicle on the Jobsheet.
The list displays the following key fields for each plan:
Target Balance
The total value of the plan (the full amount the customer will pay over the plan duration).
Current Balance
The amount collected so far that is available to consume. For plans in Draft status, the Current Balance is always 0.
Starting Balance
An optional amount carried over from a previous arrangement. This is used when a customer transitions from one plan to another with remaining funds. The Starting Balance is only applied once the plan becomes active.
Status
The current state of the plan — Draft (not yet activated), Active (collecting payments and available for consumption), or Expired (plan period has ended).
Important: If a customer has multiple plans listed (including drafts), only active plans contribute to the Available ServiceSplit balance shown in the Jobsheet Take Payment window. Draft plans are excluded to prevent incorrect payment amounts.
English (UK, IE, IM and IZ). To find documentation in other regions where Garage Hive operates, click here.
English (UK, IE, IM and IZ). To find documentation in other regions where Garage Hive operates, click here.