Plan Templates

Objective

This video shows how to create reusable plan templates, set which template is the default, and use a template when you create a customer’s service plan. Templates help technicians and sales staff see the same services, pricing, and plan options on web and mobile.

The first part of the video (0:00–1:22) covers organizing line items and folders. Those steps are documented in Price Book. Skip to 1:22 for plan templates.

Key Steps

1. Open the Plan Templates section 1:22

• Go to Settings → Price Book, then open Plan Templates.

• Review existing templates before creating a new one.

• Delete an old template if you want to rebuild it from scratch.

2. Create a new plan template 1:35

• Click to create a new plan template.

• Enter a clear template name, such as Weekly.

• Select the appropriate service type, such as Pressure Washing.

• Set the plan duration, such as 12 months.

• Enable auto-renew if the plan should continue after the term ends.

3. Add pricing and billing details to the template 1:48

• Add the relevant line item to the plan template.

• Apply any discount, such as a fixed dollar amount. Give each discount a name, and add more than one if needed.

• Choose whether the discount applies to the first job only or another billing period.

• Confirm the initial job pricing and any recurring job settings.

• Set payment behavior such as auto pay if required.

• Add notes only if needed.

• Click Create to save the template.

4. Set the default plan template order 2:14

• Review the newly created template in the list.

• Move the most commonly used template to the top of the list.

• Remember that the first template in the list is the default that appears first when creating a new plan.

5. Use the template when creating a customer plan 2:19

• Open a customer record.

• Click New Plan.

• Confirm the default template auto-fills into the plan form.

• If needed, select a different template from the dropdown.

• Verify the plan details populate correctly before saving.

6. Confirm the plan details are correct before saving 2:44

• Check that the selected service type is correct.

• Confirm the plan frequency and duration match the intended setup.

• Verify the line item and discount are included.

• Ensure the template is consistent with your pricing and sales process.

• Save the plan once all details are correct.

Cautionary Notes

• Always confirm deletions before removing a template.

• Check discounts carefully to ensure they apply to the correct job or billing period.

• The first template in the list becomes the default, so keep the most commonly used template at the top.

Tips

• Build a reusable template for every plan you sell regularly to reduce manual entry.

• Standardize naming conventions, such as clear frequency-based names like Weekly or Yearly.

• Keep your most-used templates at the top of the list for faster selection.

• Review template setup periodically to keep pricing and service options current.

Congratulations! You can create plan templates in Rotor and use them to set up service plans quickly and consistently.

Have additional questions? Our team is ready to help you succeed. Contact us through the chat or drop us an email at support@getrotor.com.

Related articles

• Price Book — line items, folders, and service types your templates use

• Service Plans — use templates when creating plans

• Agreements — agreements matched to service and frequency