Managing Services
Define your service offerings with descriptions and rates
Services are the work you do for clients. Setting up your service catalog with standard descriptions and rates speeds up invoicing.
Adding a Service
- 1 Navigate to Assets → Services
- 2 Click Add Service
- 3 Enter the service name and description
- 4 Set the default rate
- 5 Choose a category (optional)
- 6 Click Save
Service Pricing
Fixed Price
A set price per unit (e.g., £150 per service call)
Hourly Rate
Price per hour of work (e.g., £50/hour)
Using Services on Invoices
When creating an invoice, you can quickly add services from your catalog:
- Click "Add Line Item"
- Search for your service
- The description and rate auto-populate
- Adjust quantity or price as needed