Full Service Plan Template
Sandeep Panesar
This feature will allow customer to create service plan templates with service orders defined in it.
Example, I provide 1 year Gold support, which inlcude 4 site visits and monthly remote check and upgrading of firmawares.
So, My Service plan template will have service plan details, 4x site visit service orders, and 12x remote system check service orders.
When I create a service plan from this template, the service plan will have the sevrice orders too, and the creator will just have to schedule those service order. Or better if the service order dates can be auto generated too from plan start date, length, and business hours
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Brad Stich
I like this a a lot. I just created one myself that is very close to this, and made a template. Working on the Silver plan now.
If you make templates, please make them editable.
ALSO, my customers do not want to be billed in little chunks the way it does currently, make it so we can combine all the services into a annual total, or divided evenly amongst monthly, or quarterly payments.
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Brad Stich
Excellent Idea. Making the service module more user friendly, would greatly increase the use, and selling of service plans. Management of periodically scheduled visits are an integral part of the service plans. Managing the events is difficult. Any help D-Tools can provide would be invaluable.