Navigate to the “Settings > Services list” page to find a “Service list” directory. It represents your company's price list.

Adding works and services manually

Step 1. To go the “Settings > Services list” page and hit the “+ Service” button.

Step 2. Enter the service name, price, and cost price (if present).

Note: that the “Name” is a unique identifier, meaning there cannot be two services with the same name.

Step 3. Set up the warranty period for your client service (if applicable). You can later include it in your template documents.

Step 4. Add or create service barcode (if you use them for your services).

Step 5. Configure individual remuneration for employees adding these works to your orders.

Step 6. Hit the “Save” button.

Adding works and services via Import

Step 1. To go the “Settings > Services list” page and hit the “Import” button to open a dialog window.

Step 2. Download the import file template by clicking the “Excel file example” button.

Step 3. Open the template file in the Excel editor.

Step 4. Fill the opened file with the information about the company works and services and save the file.

Note: that the “Name” is a unique identifier, meaning there cannot be two services with the same name.

Step 5. Hit the “Import” button on the “Settings > Services list”page.

Step 6. Upload the Excel file with your company services by pressing the “Attach file” button.

Step 7. Hit the “Import” button.

Adding works from order

Step 1. Navigate to the “Labor and materials” tab of the order page, fill the “Service / Labor” field with the new service name and click the “Add as work’ button.

Step 2. Enter the service information and check the “Save to the Services list” checkbox and press the “Save” button.

Working with the Services list table

Configure the way the “Services list” table displays its content. Hit the table icon in the upper right corner and select the table columns you want to see.

Select the services and click the printer icon to print labels and service price tags. You can configure label and price tag templates on the “Settings > Print templates” page.

Choose services and hit the bin icon to remove the selected services.

Note: you can also export works and services to the Excel file on the “Settings > Services list” page. Find the needed works manually or via search and press the “Export” button.

Services list a time-effectiveness tool for your order processing. Select the pre-defined services from list to save a significant amount of time.

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