Creating and managing your Services

Products are items that are tangible, such as pens, salt, shoes, or hats and Services are activities provided by people, such as technicians, or trade professionals.

You can list all your services and create new ones by going to the Services Menu:

This is your services list, you can open your service profile by clicking on the name of the service, or edit by clicking on the Edit button.  You can also filter your services based on the Name, Reference or Tags, by clicking on 'Display/Hide filters':

  • To delete a service, select the service(s), choose 'Delete service' and then click on 'Execute':

  • To create a new service, click on 'Create service':

Follow the instructions on the left side of the new service form:

  • Save

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.