maintenance_createPlan
Start a maintenance plan for a job's customer (owner or office). You write the priced lines for one term (never filled in by AI). The first term's invoice is created now (and sent if send_first is true). When a term ends, the next term's invoice is created automatically and sent if auto_send is on. With visits_per_term, each term also gets that many service due dates (see services.listDue), so the shop knows when each covered visit is due; schedule the actual visit with visits.create as usual.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | ||
| lines | Yes | ||
| job_id | Yes | ||
| auto_send | No | ||
| starts_on | No | ||
| send_first | No | ||
| tax_rate_id | No | Tax rate each term charges. Leave out for the shop default rate; null for no tax. | |
| term_months | Yes | ||
| visit_title | No | What each visit is called, for example "Furnace tune-up". Default: the plan name and "visit". | |
| visits_per_term | No | Visits the plan covers each term, for example 2 for two tune-ups a year. Each term gets that many service due dates, spread evenly from the term's start. Default 0. |