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Bolt on templates
Bolt on templates
Updated over a month ago

Purpose: Bolt ons serve as valuable additions that allows you to set up a list of additional services you can upsell to increase your standard contract revenue. By creating a bolt on template and adding it to a contract you already have, you make your services more flexible and profitable, offering a versatile solution.

Another key purpose of creating bolt-ons is to avoid the need for a separate contract template for minor additional services. These services can instead be added as bolt-ons and assigned to the main contract template.

Pre-requisite

Please note:

  • The listed pre-requisites are optional; they become necessary only if you wish to input assets, job details, and invoicing.

  • If the Bolt-on template is used in an active contract, you can only archive the template, not delete it.

Add new Bolt on

  • Profile icon > Settings > Contracts > Bolt on templates > View.

  • Click 'Add new Bolt on' and follow the below steps.

Step 1: Basic details

  • Configure the basic information like 'Bolt on name' and 'Bolt on description' > Next.

Step 2: Assets

Choose either 'Yes' or 'No' to enable assets.

  • If 'yes', the assets specified under 'Asset types' will be displayed, allowing you to choose from a dropdown menu, with the option for selecting multiple asset types. Choose the asset(s) which you want to allowed on this bolt on. Click Next.

  • If 'No', then click 'Next'.

Step 3: Job details

Choose either 'Yes' or 'No' to include Job description.

  • If 'Yes', choose the allowances based on either 'Job description' or 'Business unit'.

    • Select Job description or Business unit.

    • Enter the maximum numbers of jobs allowed.

    • Choose 'Chargeable' criteria from drop-down.

    • If chosen 'No, FOC on completion' from chargeable, then select the FOC reason from drop-down.

    • Use 'Delete' option to delete the row under 'Action' column.

  • If 'No', Click 'Next'.

Step 4: Invoicing

  • Create Invoice

    • Choose either 'Yes' or 'No' to charge for Bolt-on.

  • Invoice settings

    • Choose the bolt on pricing fixed or it changes based on the customer

    • Is this a fixed price, or does it vary depending on the number of properties or assets?

  • Invoice options

    • Add new invoice option > Provide the necessary information > Save.

Click 'Finish' to complete the Bolt-on template.

Edit a Bolt-on template

Edit > Amend the changes > Finish

Delete a Bolt-on template

Delete > Type 'Delete' > Delete

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