Provider help

Service plans & packages

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

5 articles

• Agreements for Plans & Packages →For providersAn 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 →For providersEvery 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 →For providersWhen 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 →For providersPlans & 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…
• Sending a Plans & Packages Proposal →For providersA 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…