Service Plan
Service Plans serve as standardized templates used to define and manage the pricing, coverage, and service delivery structure for customer service contracts. A Service Plan allows organizations to pre-configure all essential service components in a single place, ensuring consistency, efficiency, and accuracy when generating service or maintenance contracts. When creating a Service Plan, you can define and configure multiple service criteria, including:
Pricing Rules: Define how service charges are calculated for different service types. You can configure rate types, rate amounts, and service types to ensure consistent pricing logic. For more information, see Adding Pricing Rules.
Parts Pricing: Specify contract prices for parts used in service delivery. For more information, see Adding Parts Pricing.
Parts Discount: Configure discounts applicable to products, product lines, or product families. These discounts help manage customer-specific or promotional pricing. For more information, see Adding Parts Discount.
Labor Pricing: Define rates for service labor, including unit rates, rounding rules, and time-based billing methods. This ensures accurate calculation of technician labor costs. For more information, see Adding Labor Pricing.
Expense Pricing: Set pricing for service-related expenses, such as travel allowances, accommodation, or other reimbursable costs. For more information, see Adding Expense Pricing.
Mileage Tier: Establish tiered distance-based pricing for travel-related services. This allows you to charge differently based on mileage or travel distance. For more information, see Adding Mileage Tier.
Zone Pricing: Define travel rates based on predefined geographic zones. This supports regional pricing variations for service delivery. For more information, see Adding Zone Pricing.
Travel Policy: Configure travel billing parameters, such as travel units, travel rates, and time-based billing rules. This helps control how travel costs are calculated and billed to customers. For more information, see Adding Travel Policy.
Service Offering: Specify the types of services, coverage details, and SLA terms included in the plan. This determines what services are available and under what conditions they are delivered. For more information, see Adding Service Offering.
Work Plan Offering: Define the work plans that are part of a service plan to ensure consistent service delivery, billing, and coverage. You can set key parameters such as the unit of measurement (for example, hours, count, amount, or credits), the agreed quantity, and the quantity per transaction to determine the level of service coverage. You can also specify SLA terms and coverage percentages for parts, labor, and expenses to outline what costs are included under the plan. When you create a service contract from a service plan, the corresponding Covered Work Plans are automatically generated. This ensures alignment between the service plan and the resulting customer contracts, helping maintain consistency in billing and service execution. For more information, see Adding Work Plan Offering.
PM Offering: Configure preventive maintenance schedules and service frequencies to ensure timely maintenance activities. This helps improve asset reliability and reduce downtime. For more information, see Adding PM Offering.
Each configuration manages a specific part of the service framework, from defining rate calculations and coverage terms to managing travel charges, preventive maintenance schedules, and work plan execution, ensuring a consistent and efficient service management process.
You can create a service contract from a service plan. For more information, see Creating a Service Contract from a Service Plan.
Related Topics
Was this helpful?