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Multiple Service Plan Templates Per Frequency

It would be really helpful to create multiple service plan options under the same frequency, instead of only one Quarterly, Tri-Annual, Bi-Annual, etc. plan.

We offer different agreements within the same frequency, for example:

  • 12, 18, or 24-month initial terms

  • Monthly, service-month, or after-service billing

  • 3 exterior + 1 interior visit vs. all exterior visits

  • Different terms of service depending on the agreement

Being able to create multiple versions of a Quarterly plan, for example, would let us select the correct plan and terms for each customer while keeping the same service frequency.

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