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Service Plans Overview

An introduction to the Service Plans functionality

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Written by Ashok P
Updated over 6 months ago

Service plans allow you to create recurring revenue for your business. A service plan can be associated with an SI project, but that is not required. Service plans have their own reporting capability, but some details can be displayed on existing default Client reports.

To create or manage service plans, click Start > Service > Manage Service Plans.

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You can also create and manage service plans via a tab at the bottom of the Project Explorer.

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