Contents
- Establishing Business Services: A Step-by-Step Guide
- 1. Go to the Setup Module.
- 2. Navigate to the ‘Services’ option under the ‘Structure’ menu.
- 3. Click on the business services tab.
- 4. Select ‘Edit’ and access the service type accordion.
- 5. Include the appropriate service type, assign the corresponding location, and then click on the ‘Add’ icon.
- 6. To activate the service, check the box, and subsequently, click on ‘Save’. The services will be visible in the quotes and jobs associated with the respective business locations.