Services
What are services?
Section titled “What are services?”Services are the types of work you can add to a quote — for example “Install split system”, “Repair hot water unit”, or “Electrical safety check”. Each service usually has a name, description, and price (or pricing rule). When you add a service to a quote, the system uses that price (and any labour or markup rules) to calculate the line total.
Service list
Section titled “Service list”The List (under Services in the sidebar) shows all services available in your book (business unit). You can search by name or code and open any service to see its details or edit it (if you have permission). When building a quote, you pick from this list to add lines to the quote.
Viewing and editing a service
Section titled “Viewing and editing a service”Click a service in the list to open its detail. You’ll typically see name, description, price or pricing rule, and possibly labour settings. Use Edit to change these (if your role allows). Changes apply to future quotes; existing quotes keep the values they were created with.
Adhoc services
Section titled “Adhoc services”Adhocs are one-off or custom services that aren’t in the main list. Use them when you need to add a line that doesn’t match a standard service — for example a special job with a custom description and price. Your admin may control who can create adhoc services.
When adding an adhoc to a quote, you usually enter:
- A description (e.g. “Custom ductwork modification”).
- A price (or quantity × rate).
Adhocs don’t appear in the main Services list; they exist only on the quote. They’re useful for one-off work without cluttering the catalogue.
Catalogues
Section titled “Catalogues”Catalogues (if your company uses them) are pre-built sets of services — for example “Standard AC install” might include several services in one package. Choosing a catalogue adds multiple lines to a quote at once, which saves time on common job types.
- Where to find catalogues — Under Services in the sidebar, look for Catalogues (or similar). You’ll see a list of available catalogues; open one to see which services it includes.
- Using a catalogue in a quote — When building a quote, use Add from catalogue (or similar) and pick a catalogue. All services in that catalogue are added as separate lines; you can then adjust quantities or remove lines as needed.