Benefits in Plans & Packages

Availability: all plans

Every package and service plan is made of explicit benefits. Each benefit has a customer-facing name, a quantity and a type, and the customer sees exactly this list on the proposal. This guide covers the benefit types you can add, what each one means, and where each is applied.

Before you start

Benefits are added to a draft version. Once a version is published it cannot be edited; use Copy to new draft to change it. Bookable services come from your service catalog, and pricebook items and work classifications come from your pricing setup.

Steps

Open Money, then Plans & Packages, and choose Plan offerings or Package offerings.
Create the offering with Create draft offering, then use Add draft version to enter the first version and its first benefit. To add more benefits later, open the draft version and use Add benefit.
Enter a Customer-facing name and a Quantity, then choose a Benefit type.
Fill in the scope fields the type needs: Bookable service, Pricebook item, Work classification and Unit.
Use Save benefit to change a draft benefit, or Remove to take it out of the draft.
Use Publish version. Each benefit is checked against the rule for its type, and publishing is blocked with the exact reason if a benefit does not satisfy it.

Benefit types

Included visit: a number of visits for one Bookable service. A package grants them once for the purchase. A plan grants them each term. A visit is used by selecting the purchase or plan cycle on the work order for that service.
Priority scheduling and Support channel access (plans only): an entitlement, not a counted balance. They never authorize work or change a price.
Discount (percentage): a percentage between 0 and 100 taken off priced lines. Applications allowed limits how many times it can be applied; leave it blank for unlimited.
Fee waiver: forgives one named fee. You must choose the Pricebook item that is waived, and the quantity is a whole number of waivers.
Allowance (dollar amount) and Allowance (labor hours): an amount drawn down against invoice lines. Dollars and labor hours are never combined.
Materials / consumables: a quantity of an item you describe in Unit, such as filters, issued on work orders.
Warranty extension: lengthens warranty coverage. Unit must be day, month or year.

Where benefits are applied

Visits and materials are applied on work orders. Discounts, fee waivers and allowances change the price of lines on estimates and invoices, and each use is recorded so it can be reversed exactly. Priority scheduling and support access are entitlement checks made when that treatment is applied; they do not count down. A warranty extension is triggered by qualifying work on a work order.

Scope

A discount or allowance cannot apply to everything. It must name a service, a pricebook item or a work classification, and the form refuses it otherwise. A visit must name its service. Entering a name that another benefit in the same version already uses is refused, so give each benefit a distinct name.

Tips

A percentage discount is the only type with Applications allowed; the other types reject it.
Customers read your benefit names, so write them as the customer would say them, such as "Annual tune-up".

If something goes wrong

If a benefit will not save, the message states the rule, for example that a visit needs a service.
If you can add a benefit but not publish, your role may not include publishing; ask someone who can.

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