Proposing service plans

Adding Service Plans to a quote and sharing the proposal with the customer for their approval

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Written by Ashok P
Updated over a week ago

This article explains how to propose service plans for an ongoing opportunity or an ongoing or completed project. You will also see how you can sell a standalone service plan without having to create a project for it.

Service Plans for opportunities

You can offer product repair and replacement services for an ongoing opportunity by adding one or more service plans to the quote along with the products. When the proposal is shared with the customer, they will see the plan(s) along with the products.

To add service plan(s):

  1. Go to the Quote view and click the “Service Plans” tab.

  2. Click “Add service plans” in the top-right corner, and you will see the modal with all plans.

  3. Select one or more plans and click “Add” to add them to your quote.

  4. When adding multiple plans, you have the option to designate one of them as the ‘Recommended’ plan, and this will display a “Recommended” label next to the plan in the proposal. This makes it easier for the customer to identify the plan that you think best suits their needs.

  5. If you know when the service contract should start, select the start date or specify the number of days for the contract to start after the project is completed, in the "Estimated Start Date" text box. This is not mandatory; you can set the start date in the proposal or in the contract itself.

Check out this article about starting a contract for more details.

In this example, we added two plans, “Standard” and “Premium,” to the quote. We designated the Premium plan as the recommended plan and set the contract to start 10 days after the project is completed.

*You can edit the plans after you add them to the quote by clicking the 3-dot menu of the plan and clicking "Edit." The process of editing a plan is similar to adding a new plan. The changes you make to the plan in the quote do not affect the original plan under Settings.

*If you want to be able to edit plans or choose Plan Lengths and Billing Frequencies when adding them to the quote, you will need to be a member of a group with the "Create and manage service plans" permission.

Check out this article about user permissions for Service Management for more details.

Service Plans for Projects

If you want to provide product repair and replacement services for an ongoing or completed project, you will need to:

  1. Create a new "Service Opportunity" under "Opportunities" in the left navigation menu.

  2. Tag the project for which the plan is needed in the service opportunity.

  3. Add one or more service plans in the quote and share the proposal with the customer.

Once accepted by the customer, Cloud will create a service contract for the plan and you can proceed to fulfilling service requests for the tagged project.

This is a great way to bring your current Service Management module and practices to Cloud and manage your service offerings seamlessly from Cloud.

Check out this article for more details about creating Service opportunities.

Standalone Service Plans

If you want to sell just service plans without a project for it, you will need to create a new "Service Opportunity," add the plans, and send the proposal to the customer.

In this case, you don't have to tag it to any project. Cloud will create a service contract once the customer accepts the proposal and you can proceed to fulfilling service requests for the contract.

This is helpful to provide repair and replacement services for projects another company originally carried out for the customer.

Check out this article for more details.

Accepting Service Plans

Irrespective of whether you are pitching plans for opportunities, completed projects, or service-only offerings, the customer will need to accept a plan using the existing Proposal Acceptance process.

Check out this article for more details about how customers can accept service plans.

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