INTENDED SEARCHES: add service, create service, edit service, service price
Services represent the work your company sells or performs.
Steps:
1. Open the Services area.
2. Select the option to create a new service.
3. Enter the service name.
4. Add a description if needed.
5. Enter budgeting hours if the service should carry an expected time.
6. Enter cost price and selling price if used by the account.
7. Connect related service, employee, or equipment if applicable.
8. Save the service.
Fields you may see:
- Service name.
- Description.
- Budgeting hours.
- Cost price.
- Selling price.
- Related service.
- Employee.
- Equipment.
- Active or inactive status.
Why this matters:
Services are used in estimates, jobs, dispatch, recurring work, reports, and billing. A clean service list makes estimating and scheduling faster.
Support note:
If you cannot find the option, cannot save the record, see different fields, or receive an error, contact support with the page, record name or number, what you clicked, what happened, and a screenshot if possible.
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