01What it is
A service has a name, group, unit (labour hour by default), own cost, retail price, price in the job and a default time in minutes.
The default time is the task's standard time. When you pick a catalogue task on the work list and the service has a time above zero, the hours fill in by themselves.
A service used in jobs, quotes or packages cannot be deleted. Untick Active instead.
- A FIXED PRICE
- The same service price in every quote.
- STANDARD TIME
- Suggested hours on the work list.
- OWN COST
- For people with access to finance.
02What it is for
Faster quotes
A service with price and time in one choice.
A consistent price list
Everyone quotes the same service the same way.
Against the plan
Standard time is the basis of the hours plan.
03Main options
The service catalogue is a list and the service window.
The service price list
Services with prices.
- Columns: service with unit, category, cost, retail, in the job
- Category and group filter, search by name
Price and time
Required: name, group and unit.
- Default time in minutes
- Own cost (with access to finance), retail price, price in the job
- Active: available in quotes and jobs
04Tasks step by step
- STEP 1Open Modules › Suppliers and catalogues › Service catalogue and choose Add service.
- STEP 2Enter the name, pick the group and unit.
- STEP 3Enter the default time in minutes and the prices. Save.
05Actions
The most common tasks in the service catalogue.
Add service
A new item in the service price list.
Standard time
Suggested hours on the work list.
06What it connects to
Choose a module to see where services are used.
Price lists and discounts
Catalogue labour gets the labour discount.
Go to the topicPrice lists and discounts