Services

Summary

Services are used to configure the trade(s)/skill(s) that a Resource and/or Team can perform e.g. plumbing, carpentry etc.

Services are used in a number of areas within the system.

They are allocated to Activities to determine what type of work is required for each activity. When you create a Job the Service will be assigned to the Job depending on the activities selected. The services also provide a link to Work Type, so a Work Type will also be assigned to the Job on creation.

Note: You must assign a Client to the Work Type, otherwise the Service will not be available to add to Activity Codes.

The Service will need to be allocated to the relevant Teams and Resources to identify who has the skills to carry out the work. During scheduling the service determines which Teams and/or Resources can be appointed on a Job in the Pooled View and Fixed View.

Guide

Adding a New Service

Select the Cog icon to open the Admin menu
Select Services from the Jobs menu section
If you have already created a Service it will be displayed in the list view

Click on the Plus icon to create a new service. Click Create to save your changes or Cancel to cancel them

Editing a Service

Select the Cog icon to open the Admin menu
Select Services from the Jobs menu section
Click on the Service from the table view

Screenshot 2023-05-02 at 16.42.36

Click on the Update button to save any changes