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) Keep it concise; light formatting (bullet points, bold, color, etc...) is recommended

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: Pricing prompt set to Home Square Feet 1 – 2,500 sq ft → $499 initial / $89 recurring 2,501 – 5,000 sq ft → $599 initial / $99 recurring	Dynamic range pricing configuration Choose your pricing calculation method Add your pricing prompt (e.g., House Size) Define your range(s) and if applicable unit interval(s) (e.g., 1 - 2500 sq ft, and 2501 - 500 sq. ft.) Set your price for the range Calculation Methods: In Range – Fixed price per range Per Unit Interval – Price per unit within range Aggregate – Values stack across ranges
Per unit pricing	Best for linear pricing Per unit pricing example Pricing prompt set to Linear Feet Min. set to 1 Max set to 0 Unit price set to $7 per linear foot	Per unit pricing configuration Set your min and max number of units. Typically set to 1 for the min. and 0 for the max (0 means there is no limit) Set your price per unit
Flat rate pricing	Best for simple fixed pricing Flat rate pricing example Flat rate pricing name set to One-Time Pest Control Service Selected by Default is checked Price set to $250	Flat rate pricing configuration Set flat rate pricing name Typically the same as pricing option name Set a flat rate price Optionally check "Selected by Default" Displays the value/pricing option by default without having to select it from the flat rate pricing dropdown

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: Keep pricing simple and consistent to improve the sales experience.

Next up, see our Pricing Group Rules guide to determine how pricing is set for this service.

Creating and Editing Service Plans