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Adding Services

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
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