Service Plans

Service plans define recurring service schedules for your customers. They specify how often you visit a property, what services you perform, and how the customer is billed. Service plans power your recurring routing and ensure customers receive consistent service on a predictable cadence.

Chisel Tide uses a two-level structure for service plans:

• Service plan templates define the structure of a service offering — the service frequency, billing frequency, billing basis, default price, and checklist of service items. Templates are reusable across multiple customers.

• Customer service plans are active subscriptions created from a template, assigned to a specific customer and property. These drive your route schedule and billing.

Create a service plan template

Templates let you standardize your service offerings. Create templates for each type of service you provide, such as weekly pool maintenance, biweekly chemical checks, or monthly equipment inspections.

1. Navigate to Service Plans from the main navigation.

2. Click Create template.

3. Complete the template form:

   • Template name — A descriptive name like "Weekly Pool Service" or "Monthly Equipment Check".

   • Description — Optional details about what this plan includes.

   • Service frequency — How often you visit: Weekly, Biweekly, Monthly, or One-time.

   • Billing frequency — How often the customer is billed: Monthly, Quarterly, or Annually.

   • Billing basis — How the plan amount is calculated each billing period:

     • Per visit — The price is multiplied by the number of scheduled visits in the billing period. For example, a weekly plan at $50/visit with monthly billing generates a $200 invoice in a 4-week month.

     • Flat monthly — The customer pays the same amount each billing period regardless of how many visits occur. A weekly plan at $200/month bills $200 whether there are 4 or 5 visits.

   • Price — The default price for the plan. For per-visit plans, this is the price per service visit. For flat monthly plans, this is the fixed amount billed each period.

4. Click Create template to save.

Add service items to a template

Service items define what tasks technicians complete during each visit. Add a checklist of items to ensure consistent service delivery.

1. From the template detail page, click Edit Checklist.

2. Add service items with:

   • Name — The task description, such as "Test water chemistry" or "Clean pump basket".

   • Category — Chemical, Cleaning, Equipment check, or Other.

   • Estimated minutes — Expected time to complete the task.

3. Click Save to update the checklist.

Technicians see these items in the mobile app when completing service visits, helping them follow a consistent workflow for every customer on the same plan.

Assign a service plan to a customer

Once you have templates, assign them to customers to create active service subscriptions. Each customer can have multiple service plans for different properties or service types.

1. Navigate to the customer's profile from Customers.

2. Open the Plans tab.

3. Click Assign plan.

4. Select a template from your available service plan templates.

5. Confirm the assignment.

The service plan becomes active immediately and will appear in your recurring route planning. The customer's billing schedule starts based on the plan's billing frequency.

Manage customer service plans

After assigning a service plan, you can manage its lifecycle from the customer's Plans tab. Each active subscription shows the plan name, status, service frequency, billing frequency, pricing model, and price. The pricing model indicates whether the plan uses per-visit or flat monthly billing.

Service plan statuses

• Active — The plan is running normally and generating service visits.

• Paused — Service visits are temporarily stopped. Use this when a customer requests a temporary hold outside of any scheduled seasonal override. For predictable seasonal breaks that apply across multiple customers, consider seasonal overrides instead.

• Cancelled — The plan has ended and will no longer generate visits.

• Pending — The plan is set up but not yet active.

Change service plan status

From the customer's Plans tab, click the action button on any service plan:

• Pause — Stops service visits. Optionally set a date when the plan should automatically resume.

• Resume — Reactivates a paused plan.

• Cancel — Ends the plan permanently. You'll be prompted to provide a cancellation reason for your records.

• Reactivate — Restores a cancelled plan to active status.

Each status change is recorded in the plan's history, which you can view by clicking History on the subscription card.

How service plans connect to routes

Service plans are the foundation of your recurring routing. When you build routes, Chisel Tide uses active service plans to determine which properties need visits.

Recurring route templates

The Recurring Templates tab in Routes shows properties with active service plans that haven't been assigned to a route template yet. This helps you see which customers still need a weekly slot on your technician's schedule.

To assign these properties to routes:

1. Go to Routes and open the Recurring Templates tab.

2. Review properties with unassigned active service plans.

3. Add each property to the appropriate route template based on the service plan's frequency and day preferences.

Daily route generation

When you create a route for a specific day, Chisel Tide can auto-populate stops from:

• An existing route template that matches the day.

• Active service plans that are due for a visit but not yet on a template.

This ensures you never miss a customer who needs service, even if they aren't on a recurring route template yet.

Seasonal overrides for templates

Seasonal overrides let you change a service plan's pricing, visit frequency, or checklist for specific times of the year. This is useful for businesses with seasonal fluctuations — for example, reducing visit frequency during winter months, charging a different rate during peak season, or suspending service entirely during the off-season.

You configure seasonal overrides on the template, and they automatically apply to all customer plans created from that template. You can also customize pricing for individual customers within a season.

How seasonal overrides work

Each season override defines a date range — by start and end month — and specifies what happens during that period:

• Service frequency — Match the plan's default frequency, change it (weekly to biweekly, for example), or suspend service to pause visits entirely during the season.

• Pricing — Use the default price, or set a custom price for the season. When service is suspended, this becomes a standby fee you can charge to hold the customer's spot.

• Checklist — Use the plan's default checklist, or assign a different checklist for work performed during the season.

When a season is active, the override settings take precedence over the template defaults. Outside the season dates, the plan uses its standard frequency, price, and checklist.

Seasonal overrides and billing

Seasonal price overrides affect how customers are billed during the defined season:

• When you set a custom price for a season, that price is used for billing periods that fall within the season dates.

• When service is suspended with a standby fee, the customer is charged that fee for the season instead of per-visit pricing.

• Outside the season, billing reverts to the template's default price.

Seasonal overrides and routes

Seasonal overrides directly affect route planning:

• During a season with reduced frequency (for example, biweekly instead of weekly), the system schedules fewer visits automatically.

• When a season has suspended service, the property does not appear in route generation for that period — no stops are created.

• When the season ends, the plan automatically resumes its default frequency and the property reappears in route planning.

This means you don't need to manually pause and resume customer plans each year for predictable seasonal breaks — the seasonal override handles it automatically.

Add a seasonal override

1. Navigate to Service Plans and open the template you want to edit.

2. Scroll to the Seasonal pricing & service section.

3. Click Add season.

4. Configure the season:

   • Season name — A descriptive name like "Winter" or "Peak Season".

   • Start month and End month — The months when this override applies.

   • Service frequency — Choose Same as plan to keep the default, select a different frequency, or choose Suspend service (no visits) to pause visits during this season.

   • Use a different price this season — Enable this to set a custom price for the season. If service is suspended, this option becomes Charge a standby fee.

   • Use a different checklist this season — Enable this to assign a different checklist, then click Edit Seasonal Checklist to configure the tasks.

5. Click Add season or Save season to save.

Edit or delete a seasonal override

From the template's Seasonal pricing & service section, each saved season shows its name, date range, frequency, price, and status chips such as No service or Custom checklist.

• To modify a season, click Edit season, update the settings, and click Save season.

• To remove a season, click Delete season. This removes the override and reverts to the template's default settings for that date range.

Customer-level seasonal pricing

While seasonal override frequency and checklist settings are defined at the template level and apply to all customers on that plan, you can customize pricing for individual customers within a season. This is useful when a customer negotiates a different rate for a specific season.

Customer-level seasonal pricing is managed from each customer's service plan details. When you change a customer's plan to a different template, any custom seasonal prices are cleared and replaced with the new template's seasonal pricing structure.

Edit or archive templates

Service plan templates can be updated as your service offerings evolve.

Edit a template

1. Go to Service Plans.

2. Click the template card or select Edit template from the card menu.

3. Update the name, description, frequencies, billing basis, price, or service items.

4. Click Save.

Changes to a template apply to new subscriptions created after the edit. Existing customer subscriptions retain their original settings unless you update them individually. Seasonal overrides you add to a template automatically apply to all customer plans using that template.

Archive a template

Archiving removes a template from the active list but preserves historical data. You can restore archived templates later if needed.

1. Go to Service Plans.

2. Open the card menu on the template you want to archive.

3. Select Archive.

To view archived templates, enable Show archived templates at the top of the list. Use the card menu to Restore a template to active status.

Tips for setting up service plans