Managing Service Items

Modified on Thu, 10 Nov, 2022 at 12:13 PM

TABLE OF CONTENTS

How Do I Add a New Service Item?
Copy Existing Service Item to Create New Service Item
How Do I Delete a Service Item?

Learn how to add, edit, copy or delete a service, plus how to make a service inactive and then view your inactive services.

What is a service item?

A Service Item is a description and price for a service you provide, such as dog walk, pet sit, boarding, overnight, dog training, etc. Service items create your Schedule, Service Orders, and Invoices. A Service Item that is set for a time and date is assigned to a staff member to create the schedule.

Tip: The following explains how and where data is displayed, why copying an existing service is a useful shortcut, plus how you can filter your schedule so you can create your Service Items in the most effective way for your business.

Short and Long Descriptions

Each service needs both a short description and a long description. It is essential that you understand these notes before creating your services.

The Short Description is limited to 20 characters.
It is used internally on ADMIN & Sitter schedules, NOT on quotes or invoices.
Short descriptions appear in Column and Compact Schedule Views plus on the Staff Dashboard. When they are too long, the schedule is cluttered and harder to use. See Column View Entries Explained.
The service Long Description is REQUIRED and is what the client sees on quotes and invoices as well as in the Client Portal Schedule and Service Requests. It also appears in service item drop downs when adding services to orders and on Reports.

Copying an Existing Service Item

Copying an existing Service Item saves time. For similar services, such as ones with similar time frames and Charge Conditions, you can copy a Service Item you already set up, then edit just a few details such as the name, price, and compensation to create the new Service Item.

Service Groups

Set Service Item Groups before you create Service Items, then code each Service Item to the appropriate Service Group.
Ordering Service Item groups allows you to choose how your services are displayed when a client "Requests Services" in their Client Portal.
In the schedule, you can filter by Service Group. For example if you offer Daycare, Training and Overnights, you can filter your schedule to view just one of those groups at a time and importantly, you can then edit those services or email select clients with just the type of service on the schedule for the dates you are viewing.

Tip: After you've set your services, you can move on to setting up your:
Price Rules
Staff Pay Rules
Other attributes that you want to be different

How Do I Add a New Service Item?

Navigation: Admin > Services > Service Items

Step 1

Click "+ New Service Item."

Add a new service to your pet sitting software

Step 2

Enter Short Description: Displays on your Admin schedule (column view) and Staff Dashboard.

Note: Shorter descriptions work best here and there is a 20 character limit.

Enter Long Description: Displayed on quotes, invoices, schedule (list view), reports and Client Portal.
Click "Create New Service Item."

Enter the details for your new service to your pet sitting software

Step 3

After the Service Item is created, set the Attributes including price, compensation time frames, etc.

Copy Existing Service Item to Create New Service Item

Step 1

Click "+ New Service Item."

Add a new service to your pet sitter software

Step 2

Enter Short Description: Internal short description, 20 character limit. Viewed on schedule (column view) and staff dashboard.
Enter Long Description: For quotes, invoices, schedule (list view), reports and Client Portal.
In "Copy Data From," select a service item to "copy," which copies ALL settings, except short and long descriptions.
Click "Create New Service Item."

Copy the details for your new service to your pet sitting software

Step 3

Review and Edit the details of the new service. Change those that should be different such as:

Price Rules
Staff Pay Rules
Other attributes that you want to be different

How Do I Delete a Service Item?

Note:  If you wish to remove a service item, there are two methods:If the service has not been used previously, you can "Delete" it. 
If the "Delete" button is not available, then the service was used on an order, quote or invoice. You can make it "inactive" to remove it from the list of service items.

Step 1

Select Service Item you wish to delete.

Delete a service in your pet sitting software

Step 2

If the option is displayed, click "Delete" from the menu OR see view active and inactive services to read more about inactive services.

Delete a service to your dog walking software