# 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](https://docs.kozyops.com/books/fuel-systems/page/understanding-window-strategies) --- ## Open the Products (Services) dialog 1. Go to the Customer Dashboard and select the Customer and Location in the header [![](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2026-01/scaled-1680-/image-1768849692195-41-25-pm.png)](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2026-01/image-1768849692195-41-25-pm.png) 2. Open the Products/Services action to launch the Products dialog [![](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2026-01/scaled-1680-/image-1768849702639-41-25-pm-copy.png)](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2026-01/image-1768849702639-41-25-pm-copy.png) 3. You’ll see a table of existing products for this customer + location and actions at the top [![](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2026-01/scaled-1680-/image-1768848295644-41-54-pm.png)](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2026-01/image-1768848295644-41-54-pm.png) --- ## Actions in the dialog - Add Product — Opens a form to add a new product/service plan [![](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2026-01/scaled-1680-/image-1768848835755-41-54-pm-copy.png)](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2026-01/image-1768848835755-41-54-pm-copy.png) [![](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2026-01/scaled-1680-/image-1768848838980-47-03-pm.png)](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2026-01/image-1768848838980-47-03-pm.png) - Create Service Plan Invoice — Opens a small dialog to generate an invoice for a plan [![](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2026-01/scaled-1680-/image-1768848877111-41-54-pm-copy-2.png)](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2026-01/image-1768848877111-41-54-pm-copy-2.png) [![](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2026-01/scaled-1680-/image-1768848881340-49-29-pm.png)](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2026-01/image-1768848881340-49-29-pm.png) - Click any row — Opens the product in edit mode [![](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2026-01/scaled-1680-/image-1768848931382-41-54-pm-copy-3.png)](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2026-01/image-1768848931382-41-54-pm-copy-3.png) [![](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2026-01/scaled-1680-/image-1768848936138-51-34-pm.png)](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2026-01/image-1768848936138-51-34-pm.png) - Close — Dismisses the dialog (changes are returned to the caller) [![](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2026-01/scaled-1680-/image-1768849145242-56-16-pm.png)](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2026-01/image-1768849145242-56-16-pm.png) --- ## 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 [![](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2026-01/scaled-1680-/image-1768849875579-59-35-pm.png)](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2026-01/image-1768849875579-59-35-pm.png) --- ## 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: [![](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2026-01/scaled-1680-/image-1768849353349-02-20-pm.png)](https://docs-kozyops-com-uploads.s3.amazonaws.com/uploads/images/gallery/2026-01/image-1768849353349-02-20-pm.png) - 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](https://docs.kozyops.com/books/fuel-systems/page/adding-a-system-guide) and [Understanding Window Strategies](https://docs.kozyops.com/books/fuel-systems/page/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](https://docs.kozyops.com/books/search/page/adding-a-new-customer) - Locations and systems: [Location Management](https://docs.kozyops.com/books/customer-account-jyk/page/location-management), [Adding a System Guide](https://docs.kozyops.com/books/fuel-systems/page/adding-a-system-guide), [Adding Equipment Guide](https://docs.kozyops.com/books/customer-account-jyk/page/adding-equipment-guide) - Delivery automation: [Understanding Window Strategies](https://docs.kozyops.com/books/fuel-systems/page/understanding-window-strategies), [Understanding Degree Days](https://docs.kozyops.com/books/fuel-systems/page/understanding-degree-days), [Understanding Fuel Monitoring](https://docs.kozyops.com/books/fuel-systems/page/understanding-fuel-monitoring), [Understanding Calendar Schedules](https://docs.kozyops.com/books/fuel-systems/page/understanding-calendar-schedules)