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Add a service

Add a service

For details on how to configure services for the Client Portal 2.0, see the Manage the services displayed in the Client Portal 2.0

  1. Go to the Configuration menu → System Values: Basic → Services.

Services.png

  1. Click the Add button above the Services table. You will be directed to the Add Service page.

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  1. In the Name field, provide a name for the new service.

We recommend giving the services self-evident names, as clients will select services based on their names only.

  1. Decide whether this service should be Active and thus selectable.

  2. Decide whether this service should be marked as a Preferred Item and thus appear on top of the drop-down lists.

  3. Decide whether this service should be a Default one.

  4. Select the Project Type - Smart or Classic.

  5. Select the appropriate Process Template for smart projects or Workflow for classic projects.

  6. Select the Job Type that will be visible on client invoices.

The selected job type doesn’t have to reflect all the actual jobs performed in the project.

  1. Click the Save button.

You can add only the Internally Managed services.