01What it is
The service catalogue is the price list of the work you sell. A service has a name, a group and subgroup, a category, a unit (hours by default) and a default time in minutes. At the start a company gets design, installation and finishing service categories.
Three prices: own cost (visible with finance access), retail price and price in the job. In a quote a service fills in the name, unit and prices, and you can change the price in one quote without changing the price list.
A service used in jobs or quotes cannot be deleted. Untick Active and the service disappears from the choice in quotes while staying in the history.
- A FIXED PRICE LIST
- The same service price in every quote.
- COST AND PRICE
- Own cost next to the client price.
- DEACTIVATE, DO NOT DELETE
- A service with history is deactivated.
02What it is for
Faster quotes
A service from the price list goes into a quote with one choice.
Margin on a service
Own cost next to the retail price and the price in the job.
Order
Service categories and groups, for example painting or tiling works.
One price for everyone
Everyone in the company prices the same service the same way.
03Main options
The catalogue has a service list, the service window and the choice of a service in a quote.
Service, category and prices
The service price list with the unit next to the name.
- Columns: service, category, cost (with finance access), retail, in the job
- Service category and group filter, search by name
- Row menu: Edit and Delete service
Name, unit, time and prices
Add service from the screen menu or Edit in the row.
- Name, category and group, catalogue group and subgroup
- Unit and default time in minutes
- Own cost, retail price, price in the job, note, Active
Choosing from the catalogue
In the Items tab of a quote record, services are marked [U].
- Type and group narrow down the catalogue list
- The name, unit and prices are filled in from the service
- You can change the price in one quote without changing the price list
04Tasks step by step
- STEP 1Open Modules › Subcontractors and equipment › Service catalogue and choose Add service.
- STEP 2Enter the name, choose the group, unit and default time.
- STEP 3Enter the own cost, retail price and price in the job. Save.
- STEP 1On the quote record open the Items tab.
- STEP 2In the Item from the catalogue field choose a service marked [U].
- STEP 3Enter the quantity and save the item.
- STEP 1Choose Edit on the service.
- STEP 2Untick Active and save.
05Actions
The most common tasks in the service catalogue.
Add service
A new item in the service price list.
Edit service
Prices, unit and time.
Search for a service
By name across the price list.
Service in a quote
An [U] item with the price in the job.
06What it connects to
Choose a module to see where the service price list is used.
Materials catalogue
Groups and subgroups are shared by materials and services.
Go to the topicMaterials catalogueCategories and groups
Service categories and groups for filtering the price list.
Go to the topicCategories and groups