How to Create a New Service

Introduction

This article shows you how to create a new service with a flat rate price. The flat rate price includes labour, utilities, and materials.

1 Opening the service page

To create a new service, open the service page.

1. Scroll up to the top of the dashboard and click Pricing on the main menu. A drop-down menu displays.
2. Select Services. The Services page displays.

2 Opening the new service panel

1. Go to the top right corner of the page.
2. Click the + Services button. The New Service panel displays.

The New Service panel has three sections:

• description
• materials
• estimated cost

Each section is described below.

3 Adding a service description

Describe the new service by selecting items from menus as well as adding text and code.

3.1 Department

1. Click the field to display a drop-down menu.
2. Select your industry.

3.2 Category

1. Click the field to display a drop-down menu.
2. Select a service category on the menu.

3.3 Sub Category

1. Click the field to display a drop-down menu.
2. Select a sub category on the menu.

3.4 Code and title

Enter a service code and title. These fields are mandatory.

3.5 Description and tags

These items are optional.

1. Enter a description of the service.
2. To add a tag, click the field next to Tag. A drop-down menu displays.
3. Select an item from the menu.
4. Add multiple tags, if required.

3.6 Labour

Add labour to the service by selecting one or more time units on the menu.

1. Click the field next to Labour. A drop-down menu displays.
2. Select an item from the menu.
3. Add multiple time units, if required.

3.7 Utility

Add additional requirements to a service by selecting one or more time cost items on the menu.

1. Click the field next to Utility. A drop-down menu displays.
2. Select an item from the menu.
3. Add multiple utilities, if required.

4 Adding materials

The next step is to add materials to a new service. This is a two-step process.

4.1 Selecting suppliers and categories

Use the three drop-down menus to select a supplier and, after that, an item and category.

After selecting a supplier and product categories, a list of materials with prices displays in a table.

4.2 Adding materials

Find the item you want to add to a service and then click Select.

After selecting an item, the material name, description, and cost are added to the bottom of the Service Description.

• To delete a material from the Service Description, click Remove.

5 Checking cost estimates

A cost estimate appears in a box. The estimate includes all cost factors from the service description and materials.

1. To change the basic total cost, check the Custom Price box.
2. Enter a figure in the Total Cost field.
3. Click Save.