You need to follow these steps in order to create and set up the services you offer to your clients:
1- Open your services page
For this you need to go to Scheduling > Services. There you’ll see all your services on a spreadsheet.
2- Add a new service
To add a new service, you need to click on Add New, which will create a new row on the services spreadsheet.
3- Set up the new service
Once your new row is added, you need to complete the service information.
You’ll need to complete these columns:
- Sales Tax
- Invoice Description
- Default Rate
- Default Budgeted Hours
- Minimum Amount
- Minimum Amount Message
- Service Mode