Service Packages

Service Packages may be sorted by Name, Description, Status, or Term. Click to change which columns are displayed. Click  to the right of any package to quickly duplicate.

Click on a package to view more information and to make changes.

View a Service Package

Here you can view attributes and Service Items associated with this package. Once a package is in production and active in the system you can edit the package but you can only change a limited number of attributes.

Click ARCHIVE PACKAGE in the lower right to remove the package from production. 

_{A production data Service Package}

Edit a Service Package

When viewing a Service Package , click EDIT in the lower righthand corner to make changes.

Edit attributes as needed. Choose to associate workflows, allow quantity editing or to require payment (or partial payment) when the subscriber signs up for service. This allows you to take a deposit when a subscriber indicates interest in future construction, or allows you to take payment for an existing service area and package before delivering service. 

Click the Items tab to make changes to Service Items.

Here you can rearrange Service Items by dragging them. This changes the order they appear on the cart, services page, and invoices.

You can only add and delete service items if the package is in development. When finished, select EDIT PACKAGE ITEMS.

On the Workflow Associations tab, you can add and delete workflows associated to the package regardless of what state the package is in.

Add a Service Package

To add a new Service Package, click the in the lower right on the Service Packages page. First, enter all required details and choose whether or not the package will have associated Workflows. Then click CONTINUE.

Add a workflow association and then click the . Then click CONTINUE.

Choose Service Items and a price. Click to add the item or copy items from a previously created package. Click CONTINUE.

Choose whether to allow quantity editing and how much of a payment to require at time of sale. Click ADD SERVICE PACKAGE.

Delete a Service Package

To delete a package in development, first delete any associated Service Items, then click DELETE PACKAGE in the lower right.