Services
The Services section lets you manage the catalog of services your company offers. Services can be attached to appointments and used in offers and invoices.
What you can do
- Add a service - Click "New Service" and fill in name, pricing, and details
- Edit a service - Update service information, rates, or status
- Delete a service - Remove services you no longer offer
- Search and filter - Find services by name, code, or filter by category
- Toggle active/inactive - Deactivate services without deleting them
Key fields
| Field | Description |
|---|---|
| Code | A short identifier (e.g. SRV-001) |
| Name | Service name (required) |
| Category | Free-text category for grouping |
| Hourly Rate | Rate charged per hour |
| Selling Price | Flat unit price for the service |
| VAT % | VAT rate applied to the service |
| Unit | Billing unit: hour, day, or fixed |
| Currency | Currency for pricing (CHF, EUR, USD) |
| Active | Whether the service is currently offered |
Related sections
Services are linked across the platform:
- Calendar - Attach services to appointments with quantity and unit price
- Offers - Reference services when building quote line items
tip
Keep inactive services in the catalog instead of deleting them — this preserves historical data in past appointments and invoices.