Purpose: A service plan is a detailed document outlining specific tasks and responsibilities associated with a particular service. 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:
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