Operations
Services
Define billable services, pricing, durations, and availability.
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.