Create a New Service

New Services can be created while entering details of a Quick Invoice, Job or Estimate. 

From the add (+) sign on any page of the application, select either QUICK INVOICE, JOBS or ESTIMATES to add a new line item:

  • Select or Create a QUICK INVOICE, JOB or ESTIMATE.


    plus-button-popup

  • Once in a NEW ESTIMATE, JOB or QUICK INVOICE select "Services" and then "Add New"

    adding-line-items-to-job    add-new-service


    new-service-form

  • Enter the name of the Service. 

  • Enter description of that Service - optional

  • Enter pricing. Choose either an hourly rate or a fixed price for that Service.

  • Choose whether the Service is taxable or non-taxable.
  • By default, the "Save to Services List" toggle will be ON, so it will save to the Master List for the entire Company to use in the future. - Admins are able to edit or delete from the Master List.
  • Select "SAVE" at the bottom.

 

 

 

 

 

 


Admins are able to create new Services through the side menu drawer:

service-in-menu-drawer

Only Admins are able to edit or delete a Service from the Master List (through the navigation drawer). This is why we suggest Admins create any popular and widely-used Services to the Master List, so Employees can simply select it rather than creating a new one.