Before you can assign services to a job, you first have to define the services in the application. Note that the information you record here is only for default purposes. You will have the ability to edit this information on the job or recurring schedule to which you apply the service.
Adding a New
Service
Editing Service Details
Deactivating Services
Select Tools > Lists > Master Service List or press CTRL+F4. The Products and Services page appears.
Click New. The Product and Service Detail dialog box appears.
Select a category from the Category drop-down list.
Type a name for the service in the Service field.
Type a description of the service into the Description field.
The Active check box will be selected by default. Deselect it if you do not want this category to appear on the Products and Services page.
Select the type
of charge you want to apply to this service from the Charge
Type drop-down list. Depending on what you select, additional fields
will appear:
If you select Per Unit, a drop-down list and the Est.
Duration field appear. Select the type of unit from the first drop-down
list. Enter the minimum amount of units for this service in the Est. Duration
field.
|
|
Note: |
Click the Print as Flat Fee check box to display all charges as one charge on the work order. This check box will not appear if you selected Flat Fee from the Charge Type drop-down list.
Type the default charge into the Charge field.
Click Edit... to define and edit zone prices for the service. For more, see the Using Zone Pricing section.
Select the appropriate Tax check boxes to apply taxes to the service.
|
|
Note: |
Select the Pay Commission check box to pay commissions on this service. The commission fields will activate.
To apply the same commission rate to all commissioned employees, select the Pay same commission rate option button and edit the rates in the Original Sale Rate (%) and Add-On Sale Rate (%) fields as needed.
To apply different commission rates to different employees, select Pay different commission rates and click View Individual Rates. The Per-Employee Commissions dialog box will appear. Edit these fields as necessary. Click Save. The Per-Employee Commissions dialog box will close. The new commission rates are now in effect.
If you're integrated with an Accounting package, click the Accounting tab. See the Associating Products-Services with Accounting section for details.
You can automatically create a task when this service is sold. See Automatically Creating Tasks with Products and Services for details.
If you need to store additional information, you can create up to 25 additional fields on the Custom Fields tab. See the Defining Custom Fields topic for more information.
Click OK. When you add this service to a job, this task will automatically appear on the Tasks tab, linked to the service and job.
Click OK.
Select Tools > Lists > Master List or press CTRL+F4. The Products and Services page appears.
Double-click the product or service you want to edit. The Product and Service Detail dialog box appears.
Edit the values as necessary.
Click OK.
Services that are associated with a job at any point - be it a job in the past, present, or future - cannot be deleted. You can, however, mark the service as Inactive, meaning that you will no longer be able to assign the service to jobs moving forward.
Select Tools > Lists > Master Service List or press CTRL+F4. The Products and Services page appears.
Double-click the service you want to deactivate. The Service Detail dialog box appears.
Clear the Active check box. A confirmation dialog box appears.
Click OK.
Back to the Implementation Checklist Overview
See Also:
Master Services List
Master Service-Product Categories
