A service is basically a single visit to a customer’s property. It can consist of single or multiple products applied during a visit to a property. A service is usually assigned to a program, unless it is a Standalone Service. For more information, see: Standalone Services. Multiple services may be added to a program in the event that you sell multiple application packages. A service may be assigned to multiple different programs depending on need. This means that if you provide the same service in multiple different programs, you will not need to recreate that service for each program.

The Services screen lists all of your current services and shows which products are included and which programs each service is assigned to. You can Edit or Delete a Service by clicking on the corresponding icons on the right side of the screen.

How To Add a new Service:

Click the “Add Service” button at the top left of your screen

  • Here you enter your service name and service price

  • Next you’ll choose product(s) that are applied during this service and which programs you would like to assign your service to

    • We recommend creating all products before creating services, however, you can add new products from this screen if necessary

  • Click the “Submit” button at the bottom right of the screen to save your new program

How to edit a service:

  • Simply click the “Pencil” icon to the right of the service you want to edit.

  • Make any edits to the service

  • Click the “Submit” button to save your changes.