A service plan is a comprehensive document detailing tasks, materials, costs, warranties, and other conditions related to a specific service. It acts as a roadmap, ensuring all aspects of the service are outlined and agreed upon.
Viewing Setting
➡️ Navigate to Customer dashboard > Quick links > Service plan
Adding a Service Plan
To add a new service plan,
Name the service plan in the field 'Service plan' placed under add a new service plan.
Add the necessary details if required.
Click Add service plan upon completing it.
Managing a Service Plan
Upon adding the service plans, they will be displayed on the left side of the page, where they can be managed.
To edit the service plans,
➡️ Click Edit > Amend > Click Save service plan
To delete the service plans,
➡️ Click Delete > Type delete > Click Delete
How to Assign a Service Plan to a Customer
Once the service plan has been created, you can assign on the customer record where it applies.
➡️ Locate the customer record > Quick links > Service plans > Add new service plan.
Upon navigating to the service plans option, follow the steps below.
Choose plan: Select the desired service plan from the dropdown to assign it to a customer.
Set Expiry Date: Define the end date of the service plan.
Tick Properties: Select relevant properties associated with the customer.
Save: Finalize the service plan.
Linked addresses appear under "Properties" associated with the customer.
Managing the Assigned service plan
Upon assigning the service plans to a customer, they can be managed if needed.
To edit the assigned service plans,
➡️ Click Edit > Amend > Click Save
To delete the assigned service plans,
➡️ Click Delete > Type delete > Click Delete