Services Creating a Service Adding Line Items Adding Requirements Adding Stages Editing a Service Save as Template Duplicating a Service Deleting a Service Marketplace Visibility Import & Export

Services

Services define what your organization offers to clients. Each service includes pricing, requirements, and workflow stages.

Skip the blank page. When you create an organization, we seed a starter pack of services for your industry. You can also import a service from a Template — click From Template on the Services list.

Services list with active/inactive badges

Creating a Service

  1. Go to Service Manager → Services
  2. Click New Service (or From Template to start from a saved template)
  3. Fill in the details:
    • Name — What the service is called
    • Description — Details about the service (rich text supported)
    • Contact Person — Team member responsible for this service
    • Active — Whether the service is available for requests
    • Invoiceable — Whether this service can appear on invoices

Adding Line Items

Line items determine the service price:

  1. In the Line Items section, click Add
  2. Select a line item from your catalog
  3. Set the Quantity
  4. The subtotal updates automatically

Service form — Line Items section with items added

💡 Need to create line items first? See Line Items

Adding Requirements

Requirements are what clients must provide:

  1. In the Requirements section, click Add
  2. Select requirements from your list
  3. Set the Default Status for each (usually "Pending")

Service form — Requirements section with status dropdowns

💡 Need to create requirements first? See Requirements

Adding Stages

Stages track workflow progress:

  1. In the Stages section, click Add
  2. Select stages from your list
  3. Drag to reorder them
  4. Mark one as Default — the starting stage for new requests

Service form — Stages section with drag handles and Default toggle

💡 Need to create stages first? See Stages

Editing a Service

  1. Click on any service to view it
  2. Click Edit to modify
  3. Save your changes

Service view page showing line items, requirements, and stages sections

Save as Template

From a service's View page, click Save as Template to capture the current configuration (line items, requirements, stages) as a reusable template — private to your org or shared with the community. See Templates for details.

Save as Template modal

Duplicating a Service

Use the Replicate action to create a copy with the same settings.

Deleting a Service

Services are soft-deleted (moved to Trash). You can restore them later if needed.

Marketplace Visibility

Active services are automatically discoverable on the public Marketplace. To hide a service from the marketplace, set it to inactive.

Import & Export

  • From Template — Import from a saved or community Template

    From Template picker modal

  • Import — Bulk import services from CSV

  • Export — Download services as CSV for backup or reporting