Cloud allows you to create and sell as many different service plans as you would like. This can help you provide different tiers of service offerings and monitoring services customized for Enterprise customers, small and mid-sized businesses, and homeowners.

In this article, we explain how to create a service or monitoring agreement within your catalog.

To create a service plan, go to “Catalog > Service Plans.”

Service plans can be of type "service agreement" or "monitoring agreement." Both types of plans share the same basic components but differ in the types of features that can be added to them.

Click the "New service plan" button at the top-right corner and select the plan type.

Add an appealing name, 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.

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:

Also, specify the tax rates for the plan.

We provide a wide range of features by default, each adding a different dimension of service. Some features are not available for adding to monitoring agreements.

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.

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.

In the Attachments section, add any DOCX, XLSX, 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.

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.

When adding the service plan to the quote, you can edit all the components that came with the original plan. Depending on the project or customer, this may be needed if you want to remove or add features or change the terms and conditions.

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.

In the proposal, the service agreements and monitoring agreements are shown in a separate section titled “Service Plan." Customers have the option to accept or decline the plans 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 the proposal.