Add a service

Owned by Oksana Vishchuk
Last updated: Apr 18, 2024 by Damian Rozmiarkowski
1 min read

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

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  1. Click the Add button on top of 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 the 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.

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