You can create service plans from the Service Plan Explorer by clicking New > New Service Plan. You can also do this from the Service Plan tab in the Project Explorer.

You will see the New Service Plan interface with the following tabs to create the plan.

General

The following is the General tab in a new service plan.

The following are the fields in the General tab.

Field	Description
Client	This is a required field. When you choose a client, the primary contact associated with the client will be added to the Contact tab. The Addresses tab will be populated with the site and billing addresses associated with the client.
Project	This is optional, but you can assign a project to the service plan. When you do this, the primary contact associated with the project will be added to the Contact tab. The Addresses tab will be populated with the site and billing addresses from the project. Selecting a project will also allow you to add project Items to the service plan, which adds additional functionality. You can also choose to display archived projects.
Number	This is a required field. It will be auto-generated based on your Service Plan Number Format when you save the service plan, but you can manually enter text here if you wish.
Name	This is a required field. Name the service plan to identify it, e.g., Super Awesome Deluxe Service Plan.
Description	This is an optional field. You can describe the service plan for your reference. This field is not used on the default Service Plan report.
Plan Length	Here, you can enter the number of years and/or months for the length of the service plan, or you can choose the Month to Month option. When you choose Month to Month, the Years and Months fields will gray out, and so will the End Date field.
Start/End Dates	When you set the start date, if a plan length is already entered, the end date will populate automatically.
Allowable Hours	This is an optional field. You set the allowable hours for the service order associated with the service plan. You can choose between One Time, Weekly, Biweekly, Monthly, Bimonthly, Quarterly, Semiannually, or Annually for the number of allowable hours. These allowable hours will be compared to the actual hours on the service orders associated with the service plan. No pricing comes from allowable hours.
Auto Renew	This is a required field. You can let SI determine whether the service plan will auto-renew when the end date is reached. This field is displayed on the default Service Plan report. This field can also be used to set Workflow Rules/Notifications for service plans.
Currency Code	If using multiple currencies, you can choose a currency for the service plan.

Contact and Addresses

You can edit the information on the Contact tab and the Addresses tab. The default functionality is described above in the descriptions of the General tab's Client and Project fields.

Service Plan Items

On the Service Plan Items tab, you can select the service plan items for the service plan.

Service plan items determine the pricing of the service plan. They are a global list that can be used on any service plan.

Check out this article for more details.

You can add, edit, and delete service plan items to the service plan.

You can do the following when finalizing the service plan items for the plan:

Create new service plan items that will become part of your global list, or edit, clone, and delete service plan items from your global list.
Edit the service plan item added to the plan, specifically for the plan. Changes will not be global and will apply only to this service plan.
Move the service plan items up and down in the list to choose the display order on the Service Plan report.

Once service plan items have been added, the Start Date and Number of Payments fields are added.

By default, the start date of a service plan is null and is assumed to be the same as the start date set in the General tab of the service plan.

If you want to set a different start date for a service plan item than the start date of the service plan, this is where you would do that. You can also set the number of payments if desired.

For example, you want to include the first two months of monitoring service at no charge to the client. If a Start Date and Number of Payments have been set for a service plan item, the Service Order report will reflect this.

service plan items tab different start date.jpg

On the General tab, there is a link to "Assign start date to all service plan item(s), but you likely won't use this unless you want each service plan Item to display that payments begin on the service plan start date.

Project Items

On the Project Items tab, you can add some of the items in the project associated with the service plan. This is helpful for reporting and calculated values for service plan items.

No pricing comes directly from project items added to a service plan, but the pricing from these project items can be used to calculate the price of a service plan item.

You can add or delete items from the project here.

An example of adding project items to a service plan is if one of your service plan items is "Extended Warranty." You want to display the items in the project covered by this warranty on the Service Plan report and/or wish to calculate the price of the "Extended Warranty" service plan item based on the items covered by the warranty.

There is a setting on products and labor items in your catalog for "Include in Service Plan," as shown below.

When you assign a project to a service plan, you will see the following prompt asking if you would like to automatically add the items in the project that have this setting checked to the service plan.

Introduction

On the Introduction tab, you can create a Rich Text file. The text in the file is displayed on the default Service Plan report. Although this is optional, you can use it to add a message introducing the services you will provide to your service plan.

When you click the New button, Wordpad will open for you to enter your text. You can also choose to attach an existing RTF file if you wish. Use the Open button to edit an existing RTF file that you've already associated with the service plan.

You can also use the Export option and Import option if you would like to save some default or template RTF files for your introduction. These files are saved and imported from your SI Server and are available to all users.

Features

On the Features tab, you can select the service plan features for the service plan.

Service plan features are optional and do not affect the pricing of a service plan; all pricing comes from service plan items.

Service plan features are a global list that can be used on any service plan. They are displayed as bullet points on the Service Plan report.

Check out this article for more details.

Once a service plan feature has been added, you can edit it specifically for that service plan. Changes will not be global and will apply only to that service plan.

You can also move the service plan features up and down in the list to choose the display order on the Service Plan report.

Terms

This tab is where you can create a Rich Text file. The text from this file is displayed on the default Service Plan report.

This is optional but can be used to add your terms and conditions and exclusions for your service plan.

You can also use the Export option and Import option if you would like to save some default or template RTF files for your introduction. These files are saved and imported from your SI Server and are available to all users.