Overview
Services define what you sell, how long it takes, and how much it costs. These appear on job cards and invoices.List view
- Actions: New service, Column manager
- Search: Find by name or description
- Columns: Service Name, Description, Price, Duration, Status
- Empty state: Shows “No services” until you add your first record
Add a service
1
Start a new service
Click New service.
2
Enter details
Provide name, description, price, and duration. Set Status to Active.
Choose consistent durations (e.g., 15‑minute multiples) for scheduling.
3
Save
Save to make the service available on job cards.
The service appears in selection lists when creating jobs.
Manage availability and pricing
- Status: Toggle between Active and Inactive to control visibility
- Price changes: Update price; existing invoices remain unchanged
Troubleshooting
Service not visible on job cards
Service not visible on job cards
- Inactive: Ensure the service Status is Active.
Duration does not fit scheduling
Duration does not fit scheduling
- Standardize: Align durations to your slot length (e.g., 30 minutes).
Your catalog is configured for operations and billing.