Overview
The Service Plans section in Logixx CRM allows administrators to manage the service plans offered through the platform. Service plans define important terms such as pricing models, payment structures, fees, legal plan associations, and state qualifications.
Administrators can add, view, edit, and delete service plans from this interface.
How to Access Service Plans
Login to your Logixx CRM account.
Navigate to Admin from the main menu.
Go to Site Setup.
Select System Configuration.
Click on Service Plans.
You will be directed to the Service Plans screen.
Service Plans Screen Overview
The Service Plans screen provides users with tools and controls to add, review, and manage service plans.
Key features available on this page include:
1. Add Button
Located at the top of the screen.
Purpose: Click to create a new service plan.
2. Service Plan Column Settings Button
Located near the top right.
Purpose: Allows users to adjust which columns are displayed for easier viewing.
Columns Available in the Service Plans Table
Each service plan is displayed in a table organized by the following columns:
Branch
Active (Status indicator)
Name (Service Plan name)
External ID
Payment Model Type
Total Apps in Use (Number of applications currently using the plan)
Service Fee Rate (%)
Gateway Setup Fee
Gateway Transaction Fee
Est Settlement Rate (%)
Min/Max # Payments
Allowed Custom Rates
Skip First Payment
Waiting Period
Fee Down Payment Commissionable
Legal Plan
Law Firm
Range of Spread Months
Qualified Debt Range ($)
Qualified States (States where the plan is valid)
Disqualified States (States where the plan is not allowed)
Frequency (Payment frequency: monthly, semi-monthly, etc.)
FORTH Split Template
Semi-Monthly Payments Gap
Actions Available for Each Service Plan
Each Service Plan row includes a three-dot action menu with the following options:
Edit – Open the service plan details for updating.
View Log – Review the history of changes made to the service plan.
Delete – Permanently remove the service plan (deletion may be restricted based on usage).
Conclusion
The Service Plans section of Logixx CRM offers powerful tools for administrators to tailor payment structures and legal requirements for their organization’s needs. With flexible configurations, detailed tracking, and full control over service plan parameters, businesses can ensure better compliance, customer service, and operational efficiency.
FAQ: How to Add Service Plans ? FAQ: How to Add Service Plans ? | logixx Help Center