What are service plans?
Service plans are the services your business offers and are where you define the following:
Service details
Pricing options
Which products, pests, and agreements are tied to the service(s)
Any custom fields / questions for the service(s)
Where can I find and edit service plans?
Service plans can be found and edited by going to the management section on the left > Proposals > Service Plans
Adding new service plans
To add a new service plan, click "New Service Plan" in the upper right or click the three dots next to an existing service plan and click "Duplicate". Duplicating can make it easier to create a service plan that is similar to an existing service plan.
Editing existing service plans
Click on an existing service plan to enter the editor or click the three dots next to the service plan and select "Edit"
Only service plans that are "Published" are available to add to proposal templates. You cannot add a service plan that is in a draft or archived status to a proposal template.
Editing service plans
📝 Step 1 - Plan details
Service plan title | The customer facing name of the service plan
If a service plan display title is set, this title will become internal facing ONLY |
Service plan display title | Used if you would like to set a customer facing service plan title that is different than the internal title |
Service plan categories | Attaching service plan categories to your service plans will allow you to create reports that will give insights in to how broader services are performing for your company |
Default contract length term | Will be displayed in your service and billing schedules.
Also available as a variable to use on service agreements. |
Service plan location(s) | Set the location(s) that will have access to use this service plan |
Service plan description | Display the overall description and expectations of the service plan to your customers. This will be shown in the Service Description section of the proposal template.
Service plan descriptions are editable during proposal creation. Any edits made during proposal creation will only be reflected for that proposal, and will not change the default description set on the service plan.
We highly recommend setting service plan descriptions on all of your service plans. |
💰 Step 2 - Pricing Options
Pricing options allow you to define which service(s) make up your service plan. You can also think about them as the line items within the service plan. You can have one, or several, pricing options within a service plan.
Example of a service plan with only one pricing option
Service plan title: Mosquito Control
Pricing option title: Fogging Service
Example of service plan with multiple pricing options
Service plan title: Pest Control Bundles
Pricing option title: Gold Plan
Pricing option title: Silver Plan
Pricing option title: Bronze Plan
1. Pricing option title & description
Pricing option name | Add a clear customer facing title (e.g., Gold Package) |
Pricing option description | Include a short pricing option description (quick highlight, not full plan details)
|
2. Pricing option billing & service schedule
Pricing option billing schedule | Choose the billing schedule for the pricing option |
Pricing option service schedule | Choose your service schedule for the pricing option |
Add custom schedules via:
“+” button in the pricing option editor or Settings → Custom Settings → Schedules
3. Pricing Types
Initial Price Modifier
Control how the initial charge is calculated.
The ability to set an initial price is only available if you have selected a billing schedule that is recurring.
Fixed Price – Enter the exact value entered
Fixed Amount – Adds/subtracts from recurring
Percentage – Adjusts up or down by percentage based on recurring
Same as Recurring – Matches recurring price
No Charge – No initial fee
Dynamic range pricing | Best for pricing based on ranges (e.g., square footage)
Dynamic range example:
| Dynamic range pricing configuration
Calculation Methods:
|
Per unit pricing | Best for linear pricing
Per unit pricing example
| Per unit pricing configuration
|
Flat rate pricing | Best for simple fixed pricing
Flat rate pricing example
| Flat rate pricing configuration
|
4. Apply taxes to a pricing option (if applicable)
You can apply taxes to a pricing option by selecting the "Apply Taxes" toggle within the pricing option editor
Make sure you have a tax rule set up (Settings > Taxes) for the pricing option to reference, otherwise it will simply say "plus applicable taxes" on the proposal.
5. Testing pricing options
Enter values in the Test Your Pricing Option field to ensure your pricing calculation is working as expected
Best Practice: use consistent pricing prompts
If multiple pricing options use the same input (e.g., “Home Square Feet”):
Use the exact same prompt name
This ensures the system only asks once
This also applies across multiple service plans in a proposal.
6. Pricing options final step
Click Save Changes to apply updates
Click Continue to move forward
TIP: See our Pricing Group Rules guide to determine how many pricing options a customer can select.
📗 Step 3 - Products and Agreements
Adding products to a service plan
You may add products to your service plans by selecting the products drop-down on step 3 of the service plan editor. These products can be managed within Settings > Custom Settings > Products
Adding pests treated icons/images to a service plan
You may add pests treated icons/images to your service plans by selecting the pest treated drop-down on step 3 of the service plan editor. Your pest library can be managed within Settings > Custom Settings > Pest Treated
The pest treated icons that you add to a service plan will apply to ALL pricing options within that service plan.
If you pests treated icons that do not apply to certain pricing options within that service plan, you may not want to use this feature and instead write out which pests are covered in either the Service Plan Description or the Pricing Option Description
Adding service agreements to a service plan
We recommend adding service agreements/legal verbiage to all of your service plans.
You may add service agreements to your service plans by selecting the Service Agreements drop-down on step 3 of the service plan editor. Your service agreements can be managed within Proposals > Service Agreements
You can add multiple service agreements to a service plan
Any service agreements added to a service plan will apply to ALL pricing options within that service plan
We recommend that you add and manage your service agreements under Proposals > Service Agreements and then attach them to your service plans.
Alternatively, you can use the Service Plan Agreement text box within the service plan to write out your agreement right within that plan, but if you intended to use that agreement elsewhere, you would then need to manage any updates in multiple plans. We don't typically recommend this method unless you have a specific use case for doing so.
To learn more about creating and managing service agreements click HERE
📋 Step 4 - Custom Fields
What are Custom Fields?
Custom fields in service plans are used to ask custom questions to the team members creating the proposal and/or collect additional information specific to the service plan offerings.
They allow you to define extra questions or data points that are relevant to a particular service, such as property type, special requirements, conditions, or other custom inputs needed for quoting or service delivery. These fields are configured at the service plan level and can be tailored to fit the unique needs of each service your business provides.
In summary, you can:
Capture important inputs (e.g., property type, service details)
Control conditional logic between questions
Influence which pricing options appear or are hidden using conditions
Display responses in the proposal (or be hidden from the customer)
Custom Fields Key Components
Input Label: The question being asked
Input Type: Format of the response (select, text, checkbox, etc.)
Output Separator: Controls how responses display in the proposal
Required: Forces completion before continuing
Allow Custom: Lets reps enter their own response
Value by Label: Typically left enabled
Hide from Customer: Removes the field from the final proposal view
Conditional logic with custom fields
Custom fields can depend on each other:
Show or hide questions based on prior answers
Example: "Property Details" only displays if Commercial is chosen for "Property Type"
They can also control pricing options:
Pricing options can be shown/hidden based on responses
Supports AND / OR logic for advanced conditions
How custom fields work in Practice
During proposal creation:
The rep answers your custom questions on step 2 of proposal creation
Conditional questions appear dynamically
Only relevant pricing options are shown if using conditional logic on pricing options
In the final proposal:
Responses appear under Additional Details
Hidden fields remain internal only on the proposal overiew