Set up Service Plans

  1. Click on All Settings under Settings.

  1. Under General click on Service Agreement Master.

  1. On clicking, you will be navigated to the following screen:

  1.  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

  • Sniff 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


  1. Added service is shown in the list


>>Here the service can be tagged to a job once it is created.

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