Service plans

A service plan is a reusable billing setup. You build it once, then attach it to a project so the billing follows it automatically. Instead of setting payment terms, deposit rules, and rate multipliers on every project by hand, you define them on a plan and reuse it across clients.

Each plan also produces a Billing Terms document: a clean, branded PDF the client can read and download, so there is no confusion about how the work is billed.

What a plan bundles

A plan can set any of these. Anything you leave blank inherits your organization default, so a plan can be as light or as detailed as you want.

• Payment terms (net days) and default currency
• Deposit rules (a default deposit percent, and whether a deposit is required)
• After-hours and weekend rates (evening, overnight, and weekend multipliers)
• Minimum time increment (how work is rounded, for example 15 minutes)
• Auto-approve ceiling (surcharges or overage under this amount are pre-authorized, so there is no client round-trip)
• Tax behavior (inclusive or exclusive) and tax-exempt status
• A schedule document template (which template generates the client's Billing Terms PDF)

Creating a plan

Your plan catalog lives at /admin/service-plans. It lists every active plan with a one line summary of its terms, and you can archive a plan you no longer use (archived plans sit in their own section and can be restored later). Click New service plan, or go straight to /admin/service-plans/new, and a short guided setup walks you through every option and suggests sensible defaults (net 30 payment terms, common after-hours multipliers, and so on). Only the name is required. Everything else is optional.

You can also build a plan by voice or chat through the AI agent (the MCP server). Ask it to make a new plan and it will walk you through the same questions:

"Make a service plan called Standard MSP, net 30, 25 percent deposit, time-and-a-half after hours."

Under the hood that uses the create_service_plan tool, which asks for anything it still needs and confirms the terms before saving. See MCP server (AI agents) for how to connect a client.

Attaching a plan to a project

Open a project and choose the service plan, or ask the agent to attach one (the attach_service_plan tool). When you attach a plan:

1. The plan's terms are locked onto the project, so later edits to the plan do not silently change a project that is already underway.
2. The client's Billing Terms document is generated for that project, ready to view or download.

From that point on, invoices for the project follow the plan's terms automatically.

The Billing Terms document

Every plan can point at a document template that produces the Billing Terms schedule. It spells out, in plain language, how the engagement is billed: the rate basis, deposit, payment terms, after-hours and weekend handling, the approval policy, and tax treatment. It is a normal client document, so it sits alongside the contract, quote, and any other files the client can see.