Adding service plans

How to add Service Plans on Cloud

Written by Ashok P
Updated over a week ago

A Service Plan helps you define the services you can offer your customers to maintain, repair, and replace products in their offices or homes.

Cloud allows you to add multiple service plans. This helps you create different tiers of service offerings customized for Enterprise customers, small and mid-sized businesses, and homeowners.

You will need the "Create and manage service plans" permission to add service plans. Check out this article for more details.

Add service plan

To add a service plan, go to “Catalog > Service Plans” and click “New service plan.” Here, you can define the plan as follows:

1 - Name, cover image, and description

Add an appealing name and cover image, and a description for the plan.

The customer will be able to see the cover image and the description in the proposal you share with them.

2 - Base price

You will need to set a base price for the plan.

If the plan is only intended for “Services,” without a project on D-Tools Cloud, you can set a Fixed price per month or year. This is also applicable if you want to offer “Services” for a previously completed project on D-Tools Cloud.

If you are presenting the plan as part of a project tracked on D-Tools Cloud:

  • You can set a Dynamic price based on the Products, Labor, or Products and Labor value of the project.

  • You can set a Fixed price per month or year, irrespective of the project value.

Also, specify the tax rates for the plan.

3 - Plan features

We provide a wide range of features by default, each adding a different dimension of service.

Check out this article for more details about the types of features.

Click “Add a feature," and a modal will open on the right. Select and add one or more features you want to include in the plan.

You can add features to a plan in multiple ways—use our Feature example, create your own feature definitions, or use features from an existing plan.

Check out this article about adding Features to a plan.

4 - Terms and conditions

To add the terms and conditions, click “Add terms and conditions,” and a modal will open on the right. Select the Terms and Conditions text you want to use in the plan.

The "Require Client Agreement" will ask the customer for a confirmation to accept the terms and conditions. Select or unselect it based on your preference.

5 - Attachments and additional notes

In the Attachments section, add any Word, PDF, or other Cloud-supported attachments that the customer may require to approve the plan.

In the Additional Notes section, add any other high-level offerings or notes for the plan.

For example, “Priority Service,” “24-Hour Online and Telephone Support,” and so on.

6 - Total price

The plan's total price is shown in the top-right corner. This is the Base Price of the plan and the costs that come with the Features in the plan.

If you choose Dynamic pricing, the total price will only be displayed when adding the plan to the quote. Cloud will automatically calculate the Base Price of the plan based on the Project value criteria you selected for Dynamic Pricing.

Service plan in the quote

When adding the plan to the quote, you can edit all the components that came with the original plan. This may be needed if you want to remove or add features or change the Terms and Conditions, depending on the project or customer.

When adding the plan to the quote, you can also select the Plan Length and Billing Frequency options.

Check out this article for more details about adding plans to a quote.

Service plan in the proposal

In the proposal, the service plan is shown in a separate section titled “Service Plan." Customers have the option to accept or decline the service plan when they review the proposal.

The customer can select their preferred options for the proposed Plan Length and Billing Frequency.

Check out this article for more details about how customers can select plans in a proposal.

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