How to Create Service Plan

How to Create Service Plan

Follow the steps below to create new Service Plan

1. Navigate to the Web Portal and login
2. On the left-hand main menu, select Assets->Asset Settings
   
3. Click on Update Service Plans
   
4. Click on + sign to add a new Service Plan
5. Enter Service Plan Name
   
6.  Click on + Add New to create a Schedule
   
7. Enter the Name of the Plan, choose the Unit of measurement, Service Interval
   
8. Choose the Checklist Items - How to create checklist 
   
9. Click the Recurring checkbox if needed
   
10. Submit to save