Creating and Editing Services

Build your services list once, then reuse it on Tasks, estimates and recurring Invoices. Go to Services in the second menu.

Add a Service

1. On the Services tab, click Add Service.
2. Enter a Service Name, like Website Design.
3. Optional: add a Description.
4. Optional: under Categories (Optional), check any categories it belongs to. See Service Categories.
5. Enter the Fixed Cost.
6. Click Create Service.

You can also add a service on the spot while creating a Task. Open the service list and choose Add New Service.

What About Tax?

Services don’t have a tax setting. Tax is added to the whole Invoice, not to each line. See Taxes.

Edit a Service

1. Click the pencil icon next to it.
2. Make your changes.
3. Click Update Service.

Changing the price doesn’t change Tasks that already use the service. Only new ones get the new price. See Using Services.

Find a Service

Type in Search services… to search by name or category. Click a column heading to sort, like by price.

Delete a Service

1. Click the trash icon next to it.
2. Confirm.

The service moves to Deleted Items, where you can restore it. See Deleted Items.

Who Can Do This

On a Team plan, you need the Manage services permission to see Services. Admins have it by default. See Roles and Permissions.

People who can’t see financial data won’t see prices. See Who Can See Financial Data.

Related

• Service Categories
• Using Services