INTENDED SEARCHES: service custom field, related service, recurring service, service frequency
Services may include additional setup beyond the basic name and price.
Fields/options you may see:
- Service name.
- Nickname.
- Description.
- Instructions.
- Tags.
- Benefits.
- Information.
- Payment terms.
- Schedule information.
- Budget hours.
- Price.
- Recurring setting.
- Related services.
- Custom field data.
- Terms and conditions.
- Price matrix.
- Deposit requirement.
- Tax settings.
Use related services only when services are intentionally connected. Use recurring settings when the service is expected to repeat.
Why this matters:
Service setup affects estimates, packages, scheduling, recurring work, billing, reports, and customer-facing service information.
Support note:
If the user cannot find the option, sees different fields, cannot save, or receives an error, contact support with the record name, page, action attempted, error message, and screenshot if possible.
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