This document outlines the product requirements for a new "Service Add-On" feature within Agency-Handy. This feature allows agencies to create additional services that can be purchased alongside existing services.
2. User Stories
As an agency owner, I want to create add-on services for my existing services, so I can offer clients additional features or options.
As an agency owner, I want to define different pricing models for add-on services (subscription and one-time), so I can cater to various client needs.
As an agency owner, I want to ensure add-on services are purchased with their associated service, so clients understand the bundled offering.
As an agency owner, I want add-on services to be included in the order alongside the main service, so clients receive a complete overview.
As an agency owner, I want subscription add-on billing cycles to inherit the billing cycle of the main service, so clients have a consistent billing experience.
3. Requirements
Service Creation:
A Separate Section to create Add-on.During service creation, include an option to mark the service as an "Add-On." This can be implemented through a checkbox or a dedicated field.
Add-On Creation:
Disregard Selecting "Make this an Add-On" for a service triggers the creation of a new "Add-On" entity. This add-on should be linked to the parent service.
Name : Implement a text field for the add-on name with a character limit of 120 characters.
Description: Include a dedicated text field for the add-on description with a character limit of 5000 characters
Add-On Pricing:
Allow defining two pricing models for add-ons:
Subscription: Define a recurring billing cycle (e.g., monthly, yearly) and a price for each billing cycle.
One-Time: Define a fixed one-time price for the add-on.
Price : A dedicated section for setting the price and currency for the chosen add-on pricing model.
Publish : Once the publish toggle is on those add ons can be added to service using order form
Add-On Purchase Restrictions:
Enforce that add-on services can only be purchased alongside their associated service.
Service and add on need to in the same currency.
Order Inclusion:
When a service is added to an order, any associated add-ons that are purchased automatically included in the order details with their pricing clearly displayed.
Subscription Billing Cycle:
For subscription-based add-ons, the billing cycle should inherit the billing cycle defined for the main service. This ensures a unified billing experience for clients.
Multi-Service Usage:
Allow a single add-on to be linked to and offered with multiple services within the agency using Order forms. This provides flexibility in creating service packages.
Order Form
Introduction
This document outlines the product requirements for a new "Drag-and-Drop Order Form Builder" feature within Agency-Handy. This feature allows agencies to create customized order forms with a user-friendly drag-and-drop interface for both signed-in and anonymous users within the catalog.
User Stories
As an agency owner, I want to create customized order forms using a drag-and-drop interface, so I can efficiently build forms that capture the necessary client information for specific services.
As an agency owner, I want to control which services have an associated order form, so I can tailor the purchase flow for each service.
As a client, I want a user-friendly and intuitive order form, so I can easily submit my information and complete a purchase.
Requirements
Drag-and-Drop Functionality:
Implement a drag-and-drop interface for agencies to add and arrange form components.
Service Targeting:
Allow agencies to select which service lists will have an associated order form.
Provide options to:
"All Services": Create an order form applicable to all services.
"Single Service": Create an order form for a specific service.
"Multiple Services": Create an order form applicable to a selected group of services. (Single service selection overrides "All Services")
Components for the Order form
All the components of intake form will be here.
Refined Client Info Component:
Replace the pre-defined "Client Info" in catalog with individual draggable fields for capturing specific client data points. This includes:
Name
Email
Phone Number
Address
Company Name
Additional Services (Upsell): Allow agencies to select additional services as upsell options within the order form.
1 service can have only 1 order form. 1 order form can have multiple services.
Orders:
One order for the main service.
Separate orders for each chosen additional service.
Invoices:
Initial invoice includes the main service and all additional service costs combined. (Ties to primary order)
Follow-up invoices based on individual additional service orders.
Client View:
Order form shows combined cost.
EG: If service price is 15$, add-on 5$, and upsell is 30$ the calculate the total and show (15+5+30 = 50$)
One initial invoice for all services.
Separate invoices for additional services later.
Add-Ons: Allow agencies to include add-on options specific to the services.
if the service pricing is one-time, add-ons with subscription can’t be added.
A subscription pricing service can have both “one-time” and “Subscription” add on
Add on will be with the initial service order.
Terms & Conditions: Provide a text box where agencies can define their terms and conditions. Clients will have a checkbox to agree to the terms. The "Purchase" button will be disabled if the checkbox is not selected.
Page Break: Allow agencies to insert page breaks within the order form to structure longer forms across multiple pages.
Signature: Include a signature section where clients can provide an e-signature.
User Flow
Introduction:
Agency owner logs into Agency Handy and navigates to the order form creation section.
Create Order Form:
Agency owner selects the option to create a new order form.
The drag-and-drop interface is displayed, allowing the agency owner to add and arrange form components.
Service Targeting:
Agency owner selects the service list(s) where the order form will be applicable.
Options include:
"All Services": Apply the order form to all services.
"Single Service": Apply the order form to a specific service, overriding the "All Services" selection.
"Multiple Services": Apply the order form to a selected group of services.
Add Components:
Agency owner adds components to the order form, including:
Refined Client Info Component: Individual draggable fields for capturing specific client data points such as name, email, phone number, address, and company name.
Additional Services (Upsell): Options for selecting additional services as upsell options.
Add-Ons: Options for including add-on options specific to the services.
Terms & Conditions: Text box for defining terms and conditions, with a checkbox for client agreement.
User will have to click on the link then agree to the terms and condition.
if they write the terms and condition in the description box, they have to scroll all the way to enable the checkmark.
Change the text “By Clicking This Box I Agree to These Terms and Conditions”
Page Break: Option to insert page breaks within the order form.
Signature: Section for clients to provide an e-signature. (Signature will have IP address, time and location)
Client Interaction
Browse Catalog/service section:
Client navigates to the catalog/service section of Agency Handy to explore available services.
Select Service:
Client selects a service from the catalog that has an associated order form.
Complete Order Form:
The order form is displayed with customizable fields for client information, additional services, add-ons, terms and conditions, and signature. (whatever the order form has)
Client fills out the required fields, selects additional services and add-ons if desired, agrees to the terms and conditions, and provides an e-signature.
Submit Order:
Client clicks the "Purchase" button to submit the order form.
If all required fields are filled out and the terms and conditions checkbox is selected, the order is submitted successfully.
Confirmation:
Client receives a confirmation message indicating that the order has been successfully submitted.
Catalog → Order
USer can select add on from service
If user select an addon it would be fall under a single subscription
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Service add on and Order Form