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
Go to the Customer Dashboard and select the Customer and Location in the header
Open the Products/Services action to launch the Products dialog
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