Navigate to the Settings > Services and Labors list page to find a “Service and Labors list” directory. It represents your company's price list.
The Services and Labors list will help you process your work orders more quickly. Selecting services from the ready-made list will save you a lot of time. Learn more about how to work with the List of Services and Labors in this article.
Adding labors and services manually
Step 1. Go to the Settings > Services and Labors list page and hit the “+ Service” button.
Step 2. Choose the type: Labor or Service.
Step 3. Choose or create a new service category.
Step 4. Enter the service name, price, and cost (if present).
Note: that the Name is a unique identifier, meaning there cannot be two services with the same name.
Step 6. Add or create a service barcode (if you use them for your services).
Step 7. Set up a Specialist compensation for the sale or labor in the work order of this category. Find out more about this payroll rule here.
Step 8. Click the Create button.
Adding labors and services via Import
Step 1. Go to the Settings > Services and Labors list page and click the Import button.
Step 2. Download the template by clicking the Excel file example button.
Step 3. Open the downloaded file and fill it with information about the labors and services provided by your company.
There are a number of required columns in the file.
Type. Specify a type "Service" or "Labor" here.
Name. Enter a unique name of the service. You can't have two different services with the same name.
Price. This column must contain a number. If the service has no price, you can specify 0 (zero).
Category. Do not forget to specify a service category. It is important to follow the order of the subcategories separating them with the ">" symbol.
E.g., "Laptop Repair > Apple" will look like this (that is, you do not need to specify the "All labors and services" category):
Step 4. Click the Import button on the Settings > Services and Labors list page and upload the file by pressing the Attach file button. Then click the Import button.
Adding services and labors from work order
Step 1. Go to the Labors and materials tab of the work order profile.
Fill the Service / Labor field with the new service name and click the Add as a labor or Add as a service button.
Step 2. Enter the labor information and tick the Save to pricelist checkbox. Click the Add button.