How to create a service plan

How to create a service plan. A step-by-step walkthrough of the screens, buttons and fields involved.

The steps, written out

1. Open Service plans and press New service plan.
2. Choose the Customer and type the Service (for example Weekly lawn care) and the Site address.
3. Set How often and, if you like, the Preferred day.
4. Choose Billing (Monthly or Per visit) and enter the Price.
5. Optionally pick a Crew and a Stop order on the route, and write gate codes or pets in Notes.
6. Enter the Start date (an optional End date) and press Save.

Tip

Visits are created for the next 14 days overnight, or right away with Create next 14 days of visits. Owner / Administrator, Office Manager, Dispatcher and Sales & Estimating can create plans.