Services List Overview

All of the ServiceCEO's services are located on the Services tab of the Products and Services dialog box. Note that any existing Master Categories (as defined on the Services or All tab of the master Categories dialog box) are displayed in bold black lettering.

Each line item is a service that is available when creating jobs and schedules (on the Services and Products tab). These services will also appear on the work order and invoice(s) that will be created. As you are creating your service list, keep in mind that the more detailed the Services list, the more detailed your reports will be. In addition, a detailed list will also increase the power of the Sort and Filter grouping capabilities for both the revenue tracking and marketing modules.

For details on creating individual services, see the Defining Service Items section.

To expand the master categories:

To collapse the master categories:

Tip!

Tip:
You can import services into ServiceCEO from a wide variety of formats. See the Importing Data into ServiceCEO topic for details.

Back to the Implementation Checklist Overview

See also:
Master Service Items

Master Service-Product Categories

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