Set up pricing and service plan templates

Last updated: August 28, 2026

Learn the concept
This is the step-by-step. For what it is and how it fits the bigger picture, read Service in the reference.

Setup task

What this does

Two settings decide how a service order gets priced and what it can be built from: a Charging profile says how billable lines are rated, and a Service Plan is a reusable task list you drop onto an order (or a ticket's Raise Order panel) in one click.

Charging profiles

Go to Menu > Service > Settings > Chargings. Every profile has a Charging mode, and the form only shows the fields that mode needs:

  • Time — Rate / hour, plus optional After-hours rate and Holiday rate, a Minimum Billable per visit and a Billing Block (rounds actual time up to the nearest 10/15/30/60 minutes).
  • Credit — a Credit rate and a Credit unit definition (e.g. “1 credit = 1 standard service hour”), for pre-purchased hour or visit blocks.
  • Flat — a Flat rate and Flat cycle (Month / Quarterly / Annual), plus a free-text What{apos}s Included note.
  • Catalog — a Catalog price source (the Service Plan{apos}s own default price, or the linked product{apos}s Sale Product catalog price), with an option to apply the customer{apos}s own CRM pricelist when pricing from the product.

Every profile also carries a Default markup % and an Active flag.

Service Charging profile in Time mode with rate, after-hours and holiday rates
A Time-mode Charging profile — only the fields that mode needs are shown

Service Plans

Go to Menu > Service > Settings > Service Plans. (The page itself is titled “Templates” once you{apos}re on it — same screen, the nav just calls it Service Plans.)

  1. Give it a Name and, if you like, a Default Charging profile — picking a plan on an order pre-fills the order{apos}s Charging with this if the order does not already have one set.
  2. Build the Items tree: a Task name, a Type (from your Order Item Types), a Product once a type is set, and a default Qty. Bill, Cost and Deliver pre-check from the Type{apos}s own defaults the moment you pick it — still yours to override per row.
  3. Set Active and an Order number (controls where it sits in the plan picker).
Service Plan template with its item outline editor showing Task, Type, Product columns
A Service Plan's item tree — this is what loads onto an order in one click
Good to know. Set up your Charging profiles first — a Service Plan's Default Charging can only point at one that already exists.

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