Services Search List Screen
  • 02 Aug 2023
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Services Search List Screen

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Article Summary

 Services represent work performed by landscape companies. Services are added to estimates on opportunities to define the work that will be provided for that opportunity. Only services that have been defined in the service catalog can be added to an estimate.

The Services Search List screen is accessible from the Administration screen. Together with the Service screen, it allows you to create and manage the company's service catalog. The Services Search List screen behaves like others. To initiate the creation of a new service, click the plus sign icon at the top of the Services screen.

The Bulk Actions icon provides a single Bulk Action menu optiona that allows you to apply changes to all services that are selected by checking their checkboxb.

You can use the Bulk Action option to complete the following actions on all selected services:

  1.  Activate the services 
  2. Deactivate the services 
  3. Set a Contract Service flag
  4. Set a No Contract Service flag
  5. Update the “Requires Approval” status
  6. Set the Allow multi-visit flag
  7. Set the Disallow multi-visits flag
  8.  Add or Remove Taxable Items
  9. Simultaneously assign a selected Complete Ticket form

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