{"id":1283,"date":"2025-07-10T14:23:22","date_gmt":"2025-07-10T14:23:22","guid":{"rendered":"https:\/\/help.fieldax.com\/?post_type=docs&p=1283"},"modified":"2025-07-10T14:23:27","modified_gmt":"2025-07-10T14:23:27","password":"","slug":"create-service-plan","status":"publish","type":"docs","link":"https:\/\/document.fieldax.com\/?docs=create-service-plan","title":{"rendered":"Create Service Plan"},"content":{"rendered":"\n

Understanding Service Plans<\/strong><\/h2>\n\n\n\n

Service plans in FieldAx define recurring maintenance schedules and contract terms for customer equipment, ensuring proactive service delivery and predictable revenue streams. Based on the FieldAx interface, service plans include comprehensive scheduling, pricing, and job management features.<\/p>\n\n\n\n

Service Plan Types<\/strong><\/h3>\n\n\n\n

Preventive Maintenance Plans<\/strong><\/p>\n\n\n\n

  • Scheduled inspections<\/li>
  • Routine maintenance<\/li>
  • Filter replacements<\/li>
  • Performance optimization<\/li><\/ul>\n\n\n\n

    Comprehensive Plans<\/strong><\/p>\n\n\n\n

    • All PM services<\/li>
    • Repair coverage<\/li>
    • Parts included<\/li>
    • Priority service<\/li><\/ul>\n\n\n\n

      Custom Plans<\/strong><\/p>\n\n\n\n

      • Tailored to specific needs<\/li>
      • Mixed equipment types<\/li>
      • Flexible scheduling<\/li>
      • Special requirements<\/li><\/ul>\n\n\n\n

        Service Plan Components<\/strong><\/h3>\n\n\n\n

        Core Elements<\/strong><\/p>\n\n\n\n

        • Service plan identification and status<\/li>
        • Customer association and location<\/li>
        • Scheduling frequency and rules<\/li>
        • Pricing model and charges<\/li>
        • Job generation parameters<\/li>
        • Terms and conditions<\/li><\/ul>\n\n\n\n

          Creating Service Plans<\/strong><\/h2>\n\n\n\n

          Step 1: Access Service Plans<\/strong><\/h3>\n\n\n\n

          Navigate to service plan creation:<\/p>\n\n\n\n

          1. Open FieldAx<\/strong> app<\/li>
          2. Go to Service Plans<\/strong> tab<\/li>
          3. Click New<\/strong> button<\/li>
          4. The Service Plan form opens<\/li><\/ol>\n\n\n\n

            Step 2: Basic Plan Information<\/strong><\/h3>\n\n\n\n

            Enter essential plan details:<\/p>\n\n\n\n

            Plan Identification<\/strong><\/p>\n\n\n\n

            • Service Plan No<\/strong>: SP-000000 (auto-generated)<\/li>
            • Type<\/strong>: Service\/Maintenance<\/li>
            • Status<\/strong>: Active<\/li>
            • Customer<\/strong>: Select from lookup (e.g., Acme Corporation)<\/li><\/ul>\n\n\n\n

              The system automatically assigns a unique service plan number for tracking and reference.<\/p>\n\n\n\n

              Step 3: Service Engineer Assignment<\/strong><\/h3>\n\n\n\n

              Assign responsible technician:<\/p>\n\n\n\n

              Engineer Details<\/strong><\/p>\n\n\n\n

              • Service Engineer<\/strong>: Click lookup icon<\/li>
              • Select engineer (e.g., Edward VIII)<\/li>
              • This assigns primary responsibility<\/li>
              • Can be changed per generated job<\/li><\/ul>\n\n\n\n

                Benefits of Assignment<\/strong>:<\/p>\n\n\n\n

                • Consistent service delivery<\/li>
                • Customer familiarity<\/li>
                • Skill matching<\/li>
                • Route optimization<\/li><\/ul>\n\n\n\n

                  Step 4: Location Configuration<\/strong><\/h3>\n\n\n\n

                  Set service location details:<\/p>\n\n\n\n

                  Location Information<\/strong><\/p>\n\n\n\n

                  • Location<\/strong>: Enter service address<\/li>
                  • Site Specific Instructions<\/strong>: Add any special notes
                    • Gate codes<\/li>
                    • Parking instructions<\/li>
                    • Contact requirements<\/li>
                    • Access restrictions<\/li><\/ul><\/li><\/ul>\n\n\n\n

                      Site Contact<\/strong><\/p>\n\n\n\n

                      • Link specific site contact if different from primary<\/li>
                      • Include phone numbers<\/li>
                      • Note best contact times<\/li><\/ul>\n\n\n\n

                        Step 5: Date Configuration<\/strong><\/h3>\n\n\n\n

                        Set plan duration and job dates:<\/p>\n\n\n\n

                        Plan Duration<\/strong><\/p>\n\n\n\n

                        • Start Date<\/strong>: 02\/09\/2024<\/li>
                        • End Date<\/strong>: 01\/09\/2025<\/li>
                        • Duration<\/strong>: 12 months (typical)<\/li><\/ul>\n\n\n\n

                          Job Scheduling Dates<\/strong><\/p>\n\n\n\n

                          • Final Job Date<\/strong>: System calculates based on frequency<\/li>
                          • These dates control when service jobs are generated<\/li><\/ul>\n\n\n\n

                            Step 6: Scheduling Information<\/strong><\/h3>\n\n\n\n

                            Configure service frequency:<\/p>\n\n\n\n

                            Frequency Settings<\/strong><\/p>\n\n\n\n

                            • Frequency<\/strong>: Select from dropdown
                              • Weekly<\/li>
                              • Bi-Weekly<\/li>
                              • Monthly<\/li>
                              • Quarterly<\/li>
                              • Semi-Annually<\/li>
                              • Annually<\/li>
                              • Custom<\/li><\/ul><\/li><\/ul>\n\n\n\n

                                For this example: Semi-Annually<\/strong> (twice per year)<\/p>\n\n\n\n

                                Days Configuration<\/strong><\/p>\n\n\n\n

                                • Select preferred service days<\/li>
                                • System uses these for job scheduling<\/li>
                                • Helps with route optimization<\/li><\/ul>\n\n\n\n

                                  Step 7: Parts and Pricing Setup<\/strong><\/h3>\n\n\n\n

                                  Configure financial aspects:<\/p>\n\n\n\n

                                  Parts Pricing Model<\/strong><\/p>\n\n\n\n

                                  • Parts Pricing Model<\/strong>: Standard Price Book<\/li>
                                  • Links to your configured price book<\/li>
                                  • Determines parts markup<\/li>
                                  • Controls pricing rules<\/li><\/ul>\n\n\n\n

                                    Apply Engineer Rate<\/strong><\/p>\n\n\n\n

                                    • Check if using engineer-specific rates<\/li>
                                    • Uncheck for standard rates<\/li>
                                    • Affects labor calculations<\/li><\/ul>\n\n\n\n

                                      Step 8: Service Charges<\/strong><\/h3>\n\n\n\n

                                      Set pricing structure:<\/p>\n\n\n\n

                                      Charge Configuration<\/strong><\/p>\n\n\n\n

                                      • Standard Charge<\/strong>: $300.00
                                        • Base service charge<\/li>
                                        • Per visit pricing<\/li>
                                        • Can include labor<\/li><\/ul><\/li>
                                        • Travel Charge<\/strong>: $10.00
                                          • Additional travel fee<\/li>
                                          • Distance-based option<\/li>
                                          • Fuel surcharge capable<\/li><\/ul><\/li><\/ul>\n\n\n\n

                                            Invoice Tax %<\/strong><\/p>\n\n\n\n

                                            • Set applicable tax rate<\/li>
                                            • Auto-calculates on invoices<\/li>
                                            • Updates with tax changes<\/li><\/ul>\n\n\n\n

                                              Step 9: Additional Plan Details<\/strong><\/h3>\n\n\n\n

                                              Complete remaining sections:<\/p>\n\n\n\n

                                              Terms & Conditions<\/strong><\/p>\n\n\n\n

                                              • Click to expand section<\/li>
                                              • Add contract terms<\/li>
                                              • Include service limitations<\/li>
                                              • Define exclusions<\/li>
                                              • Set renewal terms<\/li><\/ul>\n\n\n\n

                                                System Information<\/strong><\/p>\n\n\n\n

                                                • Automatically tracked:
                                                  • Created By: Satheeskumar Iyasamy<\/li>
                                                  • Created Date: 05\/09\/2024, 2:04 pm<\/li>
                                                  • Last Modified By: Satheeskumar Iyasamy<\/li>
                                                  • Last Modified Date: 07\/05\/2025, 12:50 pm<\/li><\/ul><\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"

                                                    Understanding Service Plans Service plans in FieldAx define recurring maintenance schedules and contract terms for customer equipment, ensuring proactive service delivery and predictable revenue streams. Based on the FieldAx interface, service plans include comprehensive scheduling, pricing, and job management features. Service Plan Types Preventive Maintenance Plans Scheduled inspections Routine maintenance Filter replacements Performance optimization Comprehensive…<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[14],"doc_tag":[],"class_list":["post-1283","docs","type-docs","status-publish","hentry","doc_category-account-management"],"year_month":"2026-05","word_count":412,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"admin","author_nicename":"admin","author_url":"https:\/\/document.fieldax.com\/?author=1"},"doc_category_info":[{"term_name":"Account Management","term_url":"https:\/\/document.fieldax.com\/?doc_category=account-management"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1283","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1283"}],"version-history":[{"count":1,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1283\/revisions"}],"predecessor-version":[{"id":1284,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1283\/revisions\/1284"}],"wp:attachment":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1283"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_category&post=1283"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_tag&post=1283"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}