Services are reusable work types. They give orders and subscriptions a consistent description and tell Planning which team members are eligible for the visit.
Create a service
Open Services
Go to Settings > Services.
Choose or create a category
Use categories to keep related services together. A category cannot be deleted while it still contains services.
Add the service
Enter a clear customer-facing name and an optional description. Set whether the customer is normally required to be present.
Assign the service to team members
Open the relevant team members and select the services they can perform. A service with no eligible team member will leave related visits unplanned.
Import suggested services
The initial setup and service library can import suggested window-cleaning services. Review the names and customer-presence settings after import, then assign them to the correct team members.
Prices and durations
The service catalogue does not fix one universal price or duration. Review the description, quantity, unit price, estimated duration, and customer-presence value on each order or subscription task.
Deleting a service cannot be undone. Historical tasks may continue to display their saved description, but you cannot select the deleted service for new work.
