Service Packages are a powerful tool that lets you create and manage Maintenance Contracts in bulk.
For instance, let's imagine that you have a lawn mowing route or a water feature maintenance service you provide. And there are 25 customers that all get the exact same service. Instead of manually recreating the exact same maintenance contract for each of those 25 customers, you can now create a Service Package, build out the details of the work provided in the same way you would build a standalone maintenance contract. After you've finished building out the work in the Service Package, you can now go add as many customers as you'd like to the Service Package. So in one motion, you can build the exact same service for a long list of clients very quickly.
You can check out the video tutorial here:
Step by Step:
Let's get to work building a Service Package!
Click on Service Packages on the main sidebar.
Then click on the green + button in the upper right corner.
Now you want to name the Service Package. We suggest naming it in a way that describes the work being done.
For example: Pond Maintenance for Medium-Sized Ponds.
Select your Pricing Type.
Click Create New Task.
Now you want to name the Task that you're adding to the Service Package.
Select your Cost Code from the drop-down and enter your number of Scheduled Visits. Leave it at 1 to create a nonrecurring task. Make it more than 1 to create a recurring task.
Select a Division from the drop-down and then click the blue Add Task button.
Now you're ready to add the materials and labor that will be needed to do the task. Click on the green Open Catalog Browser button.
Search for the Item you'd like to add to this Task and select the items you'll use. Double click to add them.
For example: Labor or an item such as mulch. Anything the worker will need to use to complete the Task.
You can edit the quantity or billable toggles under the Estimated tab.
For a recurring Task, click the blue Push Changes button after adding your items and entering the quantities. This will sync all the tasks so that they are the same.
Don't forget to SAVE. Click on the green icon in the upper right of your screen.
Repeat steps 5-9 for as many tasks as you want to add to the Service Package.
Ok, you've built out your custom Service Package with as many Tasks as you want. Great Job!!
Now, let's go add some Customers to this Service Package.
Go to the top of the page and click on the white Customers tab.
Click the green Add Customer button.
Search for a Customer you want to add to this Service Package. Select the Customer's Property and click on the Add button.
Now you will see the customer that you selected is in this Service Packages Customer List.
You can repeat that step as many times as you may need or until all the customers that receive this service from you are added to this Service Package. For now, we will go to the next step to save and sync the work in this Service Package to this Customer.
Click the green Save icon. This will now sync this Service Package to this Customer, meaning it will create a Maintenance Contract that is a carbon copy of what you've built in the Service Package.
You can click on the Job Number to go see this Customer's Maintenance Contract.
This Customer's Maintenance Contract is linked to this Service Package, so you can come back to this Service Package at any time, make changes here, and then sync those changes to the Customer's Maintenance Contract.
Congrats! You're all done.
If you have any questions, please click the blue chat box in the lower right corner of your screen, and we will be happy to help.