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, 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.

   • Price — The default price for the plan. The price hint shows how pricing works based on service frequency:

     • Weekly and biweekly plans bill based on actual visits each billing period.

     • Monthly and one-time plans use a flat fee.

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, and price.

Service plan statuses

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

• Paused — Service visits are temporarily stopped. Use this for seasonal breaks or when a customer requests a temporary hold.

• 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.

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, 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.

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