Adding Services

Introduction

Services refers to account-level Products and Service Plans that apply to a specific Customer and Location (e.g., service plans, fuel delivery, service contracts, etc).

What a “Service” is here

• A Product/Service Plan record associated with a Customer + Location
• Examples: Service Plan/Contract, Budget Plan, Prebuy, Price Cap, Preferred Program
• Tracked with start/end dates, T&C, salesperson, lead source, incentives, and notes

Delivery scheduling lives on systems. To configure automatic deliveries, edit the System and pick a Window Strategy (Degree Day, Monitored, or Calendar). See: Understanding Window Strategies

Open the Products (Services) dialog

1. Go to the Customer Dashboard and select the Customer and Location in the header

2. Open the Products/Services action to launch the Products dialog

3. You’ll see a table of existing products for this customer + location and actions at the top

Actions in the dialog

• Add Product — Opens a form to add a new product/service plan

• Create Service Plan Invoice — Opens a small dialog to generate an invoice for a plan

• Click any row — Opens the product in edit mode

• Close — Dismisses the dialog (changes are returned to the caller)

Table columns (what you’ll see)

• Product — The product/service type (e.g., ServicePlan, BudgetPlan, etc.)
• Start — Start date of the product
• End — End/Quit date (if ended)
• T&C — Signed Terms indicator (checkmark shows date tooltip if signed)
• Salesman — Assigned employee/salesperson
• Source — Lead source
• Incentives — List of attached incentive descriptions
• Quit Notes — Notes captured when ending/quitting a product

Add or Edit a Product

When you click Add Product (or click an existing row), a full form opens to create or edit the product.

You can expect fields such as:

• Product Type — The product/service category
• Start Date — When the product becomes active
• End/Quit Date — When the product ends (optional)
• Signed Terms — Mark T&C as signed (stores date)
• Salesperson — Assign employee responsible
• Lead Source — Track where it came from
• Incentives — Add one or more incentive lines
• Quit Notes — Reason/context when ending a product

After saving, the table will update. If you close with changes, those updates are returned to the caller of the dialog.

Scope and relationships

• Products are stored per Customer + Location (they don’t belong to a System)
• Delivery services are not created here; they’re implicit via System setup
• To associate deliveries with tanks/equipment, configure the System under the same location

For delivery automation, open the System dialog and set:

• Window Strategy: Degree Day, Monitored, or Calendar
• Auto Delivery toggle: On to allow automatic requests

See: Adding a System Guide and Understanding Window Strategies

Tips & Validation

• If you need a one-off Service Plan invoice, use “Create Service Plan Invoice” from the Products dialog
• Keep T&C in sync — update Signed Terms when you receive the signed document
• Use Quit Notes for clarity when ending a product
• If you don’t see any products, you can add your first one with Add Product

Related guides

• Account setup: Adding a New Customer
• Locations and systems: Location Management, Adding a System Guide, Adding Equipment Guide
• Delivery automation: Understanding Window Strategies, Understanding Degree Days, Understanding Fuel Monitoring, Understanding Calendar Schedules