Establishing Business Services: A Step-by-Step Guide

 

1. Go to the setup module

 
Click on Setup
 
 

2. Navigate to the "Services" option under the "Structure" menu.

 
Click on Services
 
 

3. Click on the business services tab

 
Click on Business Services
 
 

4. Select "Edit" and access the service type accordion.

 
Click on edit
 
 

5. Include the appropriate service type, assign the corresponding location, and then click on the "Add" icon.

 
Click on Add
 
 

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.

 
Click on Service Types (116)