In this article, you will learn how to add line items to a service plan template. 

Service Plans is a Feature Center add-on designed to create and manage recurring visits for general services or maintenance. With Service Plans, you can easily create service plan templates and enroll clients to those plans — not only allowing you to account for recurring work, but also ensure you are automatically getting paid on time.

Workiz also allows you to add line items to service plans, making it easy to document the assets, items, or equipment covered under the plan. This helps ensure accurate billing and clear visibility into what’s included for both your team and your customers.

How to add line items to service plans

Before you add line items to service plans, please note:

• Line items must already exist in your price book
• Line items are managed at the template level, so all clients enrolled from the same template will share the same items. If you need client-specific line items, you can create a custom plan when enrolling each client.

New plan templates can be added in the Service Plans Manager. 

1. From the top navigation bar, select your profile icon > Settings
2. Under General settings, select Service Plans Manager
3. Select New plan template
4. Add your plan details (e.g., plan name, description)
5. Next to Include line items, turn the toggle on
   
6. Select Add item and choose an existing item from your price book
   
7. Repeat Step 6 as needed
8. Adjust the item quantities and prices as needed

9. Finish creating your service plan template (e.g., service period, visits, plan price, etc.)

   When you add line items to a service plan, the plan price is automatically calculated based on the total of those items. The plan price itself can’t be edited directly. To adjust pricing, update the unit price of an item within the plan or apply a billing frequency discount (e.g., 10% off annual payments).

What your clients will see

When an invoice is generated for this service plan, your clients will see:

• A $0 line item representing the billing cycle itself
• The remaining line items you added to the plan

If line items are included in your plan, only the items themselves will carry prices. These are used to calculate the total plan cost, and also the invoice balance based on the billing frequency you selected during plan enrollment. 

For example, if a client is enrolled in a one-year plan with monthly billing and the total of the included line items is $1,200, the invoice amount will be $100 per month.