Setup task
Create services and booking rules
Define what the business sells, how long it takes, who can do it, and what must be checked before completion.
Audience: Owner, service manager, or operations manager
Lesson 6 of 15
Services and pricing
Define a service once, with its duration, price, required skills, equipment, and stock, and scheduling gets smart.
What to do
Follow these steps in order. Keep it simple — refine after the first real workflow works.
- 1Open Services and create service types or categories before adding individual services.
- 2Add service names, duration, delivery mode, description, unit price, and currency when invoices need service line items.
- 3Attach required skills so the job flow can warn when assigned people do not match the service.
- 4Attach required resources such as room, vehicle, kit, machine, or technician type.
- 5Attach required stock items and quantities so jobs can show missing stock and reserve inventory at confirmation.
- 6Add task checklist items so job completion has a consistent standard.
- 7Set buffer minutes for travel, cleanup, or preparation time and mark inactive services that should not be scheduled.
- 8For work that always comes in two visits (diagnose then repair, treat then re-treat), set a Follow-up visit window — the earliest and latest days a return visit may be booked after each visit completes. Leave both blank for one-off services.
You're done when…
Use this quick check before moving to the next setup task.
- Every bookable service has a duration and required role or skill.
- Services that need rooms, vehicles, kits, or equipment list those resources.
- Services that consume inventory list stock requirements and quantities.
- Invoice-facing services include description and price context.
- High-demand services are easy to find in scheduling and reports.
- Completion tasks are clear enough for a new staff member to follow.
Why this matters
How this task connects to the rest of the product.
- Service types
- Group services for scanning and reporting, such as Facilities, Field maintenance, Staffing, Reactive service, dental care, or salon treatments.
- Required skills
- Match services to skilled members. Jobs use these requirements to filter eligible staff and warn when no staff have the needed skill.
- Required resources
- Can point to a resource type, such as Vehicle or Room, or to a specific resource, such as Van 04 or Floor machine A. Jobs validate the required quantity.
- Members
- Member skills come from the team setup and determine who can be assigned to a service. A service can require multiple skill quotas.
- Resource schedules
- Resource and member work schedules determine whether the required people/equipment are actually free during the selected job window.
- Required stock
- Inventory items attached to a service create low-stock and missing-stock warnings on jobs, reserve stock on confirmation, and consume stock on completion.
- Service tasks
- Tasks become the completion checklist on the job detail page so service quality is repeatable.
- Follow-up window
- Optional advanced field. Multi-visit work is normally defined with a Service package (its steps carry the day-gaps). This per-service window is a lightweight alternative that can gate a return visit within a group; leave it blank for ordinary services.
- Invoice impact
- Service description, duration, unit price, currency, consumed stock, and completion notes feed printable invoices and customer confirmation.
- Breaks if skipped
- Jobs lose auto-assignment, skill validation, resource validation, stock warnings, task checklists, invoice line context, and reliable duration planning.
Expected outcome
What you'll have
Bookings and jobs inherit the right duration, skill, resource, and completion context automatically.