Creating, Editing & Managing Services

Learn how to view existing services, add new ones, set default prices, quantities and descriptions, and also how to add services to new and existing jobs.

Squeegee Team
18 steps
2 minutes

Sqgee

Adding a New Service

In the Services tab, you'll be able to view all current services on your account. You can click into any of these to view all jobs with that service. You can also click into any of the jobs in the list to redirect you to that customer.

To add a new service, simply click the pink three dots option in the bottom right to 'Create New Service'.

Here, you will need to enter the name of the new service before clicking 'SAVE'.

Once saved, it'll be added directly to your list of services.

Editing Services: Setting a Default Price, Quantity & Description

To edit a service, click into it from the list and use the top right three dots to view your options. You can rename the service if needed here. You can also 'Edit default price'. If set, this preset will be used to pre-fill the price field when adding this service to a job. Enter the desired price and click 'SAVE'.

You can also 'Edit default quantity' from the same menu. If set, this preset will be used to pre-fill the quantity field when adding this service to a job. Enter the desired quantity and click 'SAVE'.

Finally, you can 'Edit description'. This is the text that will show on the line item within the invoices created from jobs with that service. Enter your desired description and click 'SAVE'.

If you preview a created invoice for a job with that service, you'll see the description here on the individual line item.

If you have a particularly long description, you may need to enable the below settings so that these descriptions show in full on the invoices and quotes.

You'll be able to see these added details on the service preview.

Adding a Service to a Job

Whether creating a new job or editing an existing one, you can click the 'Services' field to add in your new service.

Select the desired service/s from the list and click 'DONE'.

If you have added a default price and quantity, you'll see them pre-filled in, if you're viewing the price by services option. Click 'DONE' to save the service selection.

Viewing Services on Jobs

You can see which service a job has by previewing the service token on the appointment listing in any of the planner views.

You can also see this on the job overview by viewing the individual customer.

Service Settings

You can enable the below settings in Settings > Jobs & Scheduling: - Default Job Service(s) - add default services to be pre-filled in the service field when adding new jobs - Jobs Priced By Service Only - removes the 'price by jobs' option from the new job creation form so that jobs are always priced by service, and therefore default prices quantities are always pre-filled

Deleting Services

To delete a service, simply click the three dots in the service and click 'Delete'.

You will be asked if you want to: - Delete service only (leave on existing jobs) - Delete service and remove from existing jobs

Creating, Editing & Managing Services

Learn how to view existing services, add new ones, set default prices, quantities and descriptions, and also how to add services to new and existing jobs.

Squeegee Team
18 steps
2 minutes