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Service plans

Purpose: A service plan is a detailed document outlining specific tasks and responsibilities associated with a particular service provided. Serving as a roadmap for work to be done, covering elements such as the scope of work, materials and equipment to be used, resolution timeline, cost and payment terms, warranties or guarantees, and any special terms or conditions.

Please note:

  • Service plans in active use on a customer cannot be deleted

Related guides:

Service plan (Customer)

 

View settings

Profile Icon > Settings > Customers > Service plans

Add a new plan

Add a new service plan > Type plan name > Type plan description > Add service plan

Edit a plan

Existing service plans > Locate service plan in list > Edit > Make required changes > Save service plan

Delete a plan

Existing service plans > Locate service plan in list >Delete > Type delete > Delete