Estimating - Service Catalog
  • 15 Jul 2022
  • PDF

Estimating - Service Catalog

  • PDF

Service Item Search List Screen

In order to add a service to an estimate, it must first exist in the Service Search List screen. From the Services Search List screen, you can add new services and manage existing services.

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Notable Information
Navigate to the Service Search List screen by going to Estimating and selecting Service Catalog.
image.pngPreviously, the Service Catalog could be found under the Estimating menu as Manage Services.
Export to PDF can be accessed by first navigating to Print Screen from the More menu and then scrolling to Save as PDF from the Destination field and clicking Save.
1. Search for an existing service.
2. Advanced Search functions (filter, display, sort, and group information) are now located on the same screen.
image.png3. Bulk Actions enable you to carry out the same action for more than one service simultaneously. 
4. Add a New custom column.
5. The following options can be accessed under the More menu: Save As My Default, Reset Advanced Search, Print Screen, Export to Excel (Current View), Export to Excell (All View).

Service Item Details Screen

You can view and manage the information used to define an opportunity service from this screen. Click here for more details. The Service Details screen is accessible by users from the Estimate screen.

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Notable Information
1. Activate and deactivate a service using the Active toggle button.
2. Save modifications using the Save button at the top of the screen. 
image.png3. Click the More menu to view the option to Add a Service Tax Override. Previously, this option was accessed by clicking the following icon: image.pngnext to the Taxable Items field. 
4. The rich text editor used for the Description of a service is now fixed to the screen. The following new elements have been added to the RTE: image.png (Clear text format), image.png (Maximize and minimize your text box).
5. Click on the icon to the right of the Service Schedule section to add a new service schedule.