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Service Plans

Service Plans are recurring maintenance or service agreements tied to a customer. They define what service is provided, how often, and under what terms — and can be linked to projects, installed equipment, and jobs.

What a service plan contains

Section titled “What a service plan contains”
  • Name — a label for the plan
  • Customer — who the plan is for
  • Project — the project this plan belongs to, if applicable
  • Installed equipment — the specific equipment covered under this plan
  • Start date / End date — the active period of the agreement
  • Recurrence — how often service visits are scheduled (e.g. monthly, quarterly, annually)
  • Description — terms, scope, or any additional detail

How service plans work

Section titled “How service plans work”

A service plan represents the agreement. The actual work is carried out through jobs. When a recurring visit is due, a job is created and linked back to the service plan so there is a clear record of what has been performed under the agreement.

Service plans give you a way to track which customers have active maintenance contracts, what equipment is covered, and when the next service is due.

Managing service plans

Section titled “Managing service plans”

Go to Projects → Service Plans to view all plans across all customers. From here you can filter by customer, status, or date range.

To add a service plan:

  1. Click + Add Service Plan.
  2. Set the customer, name, and dates.
  3. Link to a project and installed equipment if applicable.
  4. Set the recurrence schedule.
  5. Save.
Section titled “Related”