Service plans in FSM offer customers scheduled maintenance and support, ensuring regular upkeep and timely interventions. These plans enhance service reliability, prevent issues, and optimize asset performance for customers.
Here is a reference video:
Click on Settings.
Under General click on Service Agreement Master.
On clicking, you will be navigated to the following screen:
Add following details and then Save
Package name–What type of maintenance you want
Savings–how much savings required
Type–type of service to be given to customer
Amount–cost for the service
Spiff pay–amount given by company if contract is sold
Status—active/inactive status of service
Payment Frequency–how the payment to be made by customer
Type of service and related details–service details to be given
Added service is shown in the list
>>Here the service can be tagged to a job once it is created.
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