Service plans & packages

Create proposals, enroll customers and manage plan agreements and benefits.

8 articles

• Accepting a Service Plan or Package Proposal →A service provider you work with may send you a proposal for a prepaid package or an ongoing service plan. This guide explains how to review one, what you agree to when you accept it, and where to…
• Agreements for Plans & Packages →An agreement is the written terms a customer accepts when they accept a package or service-plan proposal. You keep your agreements in a library, publish a version when the wording is final, and choose…
• Benefits in Plans & Packages →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…
• Enrollments, Purchases and Offering Performance →When a customer accepts a proposal, ServiceVisit creates the record that carries on from there: a package purchase, or a service-plan enrollment with its recurring billing. This guide covers what…
• Plans & Packages Overview →Plans & Packages lets you define reusable offerings that a customer buys once or subscribes to, send a customer a proposal for one, and have the customer's acceptance create the purchase or enrollment…
• Reading Your Service Plans and Prepaid Packages →The Plans & Packages page, titled Service Plans & Packages, shows the agreements you have with your providers, the visits included and delivered, and how any balance stands. This guide explains each…
• Sending a Plans & Packages Proposal →A proposal is how you offer a published package or service plan to one customer for one Property. Saving a proposal freezes the price, the benefits and the agreement from the offering version, so the…
• Signing to Accept a Service Proposal →To accept a service proposal you sign it. You type your name and draw your signature, and both are required. This guide walks through the signing step, explains how it works when you open a proposal…