Home / Guides / Plumbing services / Unit-based billing rule setup / Checklist Process guide Readiness checklist Troubleshooting Unit-based franchise billing rule checklist for plumbing services Use this checklist when setting up a recurring unit-based billing rule. It checks labels, price, cadence, quantity behavior, assignments, reminders, destination, and next-cycle readiness so the rule explains how future quantities enter billing before activation.
Start the checklist ↓ Prepare before reviewing Confirm the unit rule family, assigned franchises, billing cadence, and first eligible cycle. Write the unit label and quantity source that operators will recognize during recurring entry. Have the payment destination and readiness view available for the final configuration check. Industry context Plumbing franchises work across emergency calls, scheduled maintenance, and project-based repairs. Their records become easier to manage when the central team can distinguish location assignments, service units, and period state. Give branch managers a clear path to report quantities and corporate reviewers a clear path to investigate exceptions without editing the underlying rule by accident.
Continue in Granite Granite's unit-based billing rules connect quantity settings and assignments to future billing cycles.
Process guide Readiness checklist Troubleshooting