Service Manager
The Service Manager helps you define services your organization offers and track client requests for those services.
What's Inside
- Services — Define what you offer, including pricing and requirements
- Service Requests — Track client requests from submission to completion
- Requirements — Documents or actions clients need to provide
- Line Items — Billable components that make up service pricing
Templates: Don't Start From Scratch
You can save any service as a Template and reuse it later, or import a template from your industry / the community when creating new services. Look for the From Template button on the Services list and Save as Template on a service's view page.
When you create an organization, we also auto-seed a starter pack of services, requirements, line items, and stages based on the industry you pick during onboarding — so most teams already have something to work from on day one.
Quick Start
- Review the Services that were seeded for your industry
- Adjust Line Items — your billable components and prices
- Adjust Requirements — what clients need to submit
- Manage Service Requests — as clients request your services from the Client Portal or marketplace