Video Instructions
Step-by-Step Instructions
Initiating the Import Maintenance Plan Workflow
The import workflow can only be initiated from the Maintenance Plans page. Click on the "New Maintenance Plan" button and select "Import Plan".
1. Select Account & Location
Search for the customer that you want to add the plan for. Once selected, a card containing that customer's account information will be displayed. Below that, any locations belonging to the account will be displayed.
To continue, click on the "Select This Location" button. Alternatively, you can create a new location by clicking on the "Create new location" button beneath the location card.
2. Select Plan
The Select Plan step will display all of the available plans that your company offers. You'll be able to view the number of visits, discounts, benefits, and price of each plan.
To continue, click on the "Select Plan" button.
3. Configure Plan
The plan configuration step is split into two sections, one for the import information and the other for the plan visits.
The import info section contains the following fields and settings:
Plan Expiration Date: when the plan will expire (12 months from the current date)
Auto-renews: determines if the plan will automatically renew (disabled for imported plans)
The Plan Visits section displays each visit that is included in the plan. Plan visits contain information that enables consistent scheduling and improves equipment tracking. Each visit contains the following information:
Visit Name: give the visit an optional display name such as "Spring Tune-up"
Placeholder Date: set a target month for scheduling the visit
Linked Equipment: link customer equipment to the visit for equipment tracking and scheduling
Mark as Completed: retroactively mark a visit as having been completed
To continue, click on the "Save & Review Plan" button.
4. Review Plan
The review step enables you to spot-check all of the plan information before importing and activating the plan. The Import Info and Plan Visits will be read-only. To make changes, click on the "Edit Plan" link in the top right of the Maintenance Plan card.
To continue, click on the "Import Plan" button.
6. Plan Activated
The has been successfully activated and added to the customer's service location.
The following actions are available upon activation:
Schedule Maintenance Plan Job: opens the workflow for creating and scheduling a job
View Plan Details: takes you to the plan details page
Close This Page: returns you to wherever the add maintenance plan workflow was initiated from
And that's it! A Maintenance plan has been successfully imported to a customer's service location.