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Services

Set up the work you bill for or buy in, such as leak checks, tank sets, installations and flat-rate service calls, with their prices.

A service is work rather than a thing: a leak check, a new tank set, an appliance hookup, a flat-rate service call, an hour of service labor. Services are never counted on a shelf, so their pages have no inventory or planning tabs. You set a service up once with its price, and it can then go on quotes, orders and invoices.

What you see

Items → Services lists every service with its Service ID, Item Name, Description, Item Group, Replenishment, Default Method, Tags, Supplier and Active status. Opening a service shows five tabs: Details, Purchasing, Sales, Accounting and Quality.

How to add a service when you start offering new work

  1. On Items → Services, choose Add Service.
  2. Enter the Service ID (type ... for the next number) and a Short Description of up to 40 characters, such as "Leak check, residential"; add a Long Description if the crew needs more detail.
  3. Leave Replenishment System on Buy. It matters when an outside contractor performs the work for you (for example trenching for an underground line), because the contractor is then recorded on the Purchasing tab. The Make choices remain from the manufacturing screens this system was built from and have no production screen behind them.
  4. Pick the Unit of Measure (each for a flat-rate call, hour for labor) and the Item Group that decides where the income posts.
  5. Choose Save.

How to price a service when it is sold

  1. Open the service and choose the Sales tab.
  2. Set the Unit Sale Price (for example the flat rate for a leak check), the Currency and the Sales Unit of Measure, and whether the Price Includes Tax and whether to Allow Invoice Discount.
  3. Turn on Sales Blocked to stop a retired service being sold.

How to record a contractor you buy a service from when outside crews do the work

  1. Choose the Purchasing tab.
  2. Set the Preferred Supplier and the Lead Time (Days).
  3. Add a supplier part with the contractor, their own reference in Supplier Part ID, and their Unit Price.

How to set the service's cost when your bookkeeper asks

Choose the Accounting tab and set the Costing Method, the Unit Cost and the Item Group, as described in the Parts guide.

Where this fits

Services appear on quotes, sales orders and sales invoices, and contractor work you buy appears on purchase orders and purchase invoices. The shared item settings are explained in Items.