Service Plans – Things to Consider

Chris SmithsmartPRENEUR Blog Series

I have watched as integrators overcomplicate the process of creating a service plan. Answering a few key questions will help to define the framework of your offering and be better able to price it accurately. Keep it simple! Seriously, one page, plain English, one price point (% of System Price), and non-optional.

General Timing:

  • Days/Hours of Operation

Response Times:

  • Acknowledgement
  • Response
  • On-Site
  • Resolution


  • Offered? If so, how often, what’s included, how is it delivered?

Remote Support:

  • Offered? If so, requirements, limitations, method?
  • Timing: 24/7 vs 9-5?
  • Email/Phone/Text?

Preventative/Preemptive Visits:

  • Offered? If so, how often, what’s included? Limitations?
  • Tests/Cleaning/FW/Summary/Warranty Status/Upgrades

Control Systems:

  • What’s included? (Minor FW Updates)
  • Limitations? (Programming Revisions)

Lighting/Shading Systems:

  • What’s included? (Minor FW Updates)
  • Limitations? (Programming Revisions)

Personal Devices:

  • What’s included? (iOS for Control System)
  • Limitations? (Other iOS/Gaming/etc.)

Warranty vs Non-Warranty:

  • Repair/Replacement, Shipping, Labor

System Alterations/Modifications/Tampering:

  • Acknowledgement and mitigation

Required Hardware:

  • Remote Access PC (or Mac, Power Reboot, Network, etc.
About the Author

Chris Smith

Chris Smith is the Principal and Founder of TheCoTeam. Bringing 20 years of industry experience to the custom installation space, they Coach | Consult | Collaborate with integrators and manufacturers to solve problems and run a more efficient business.