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.
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
Service Name Type allows you to categorize services into types (like Lawn, Mosquito, Tree & Shrub, etc). You can use this in several places throughout SPRAYE in reporting and scheduling.
Service Description will be shown on all Pay as You Go invoices
Estimate Service Description will be shown on all estimates if it is set (this is in case you want a different description for services on your estimate during the sales process).
Service Notes can be used to add dynamically to automated service emails to give pre or post-service instructions that are specific to that service.
If the service is Tax Exempt then change the "Tax Exempt" option to "Yes". This will exclude the sales tax calculation for that service. If an invoice is created with multiple services then some may be taxable and other not taxable. This option is not editable after a service is created.
Click the “Submit” button at the bottom right of the screen to save your new program
How to edit a service:
You can Edit a Service by clicking on the edit icon, in the Action column, on the right side of the screen or by clicking on the "Service Name".
Make any edits to the service
Click the “Submit” button to save your changes.
Deleting a Service
To protect your data, the system does not allow users to directly delete services. This is a built-in safety mechanism designed to prevent the accidental loss of historical records, reporting, and transaction data associated with those services.
Any services with historical records associated with them we are not able to delete.
If you created a service by mistake and it has never been used (meaning it has no history or records attached to it), reach out to our support team and we can manually remove it for you.
To request the deletion of an unused service:
- Identify the exact name(s) of the service(s) you want to remove.
- Reach out to our support team.
- Confirm in your request that the services have never been used and that you would like them permanently deleted.
Once we receive your confirmation, we will gladly remove them from your account.