Products - Services & Labor - How Do I Set Up Service Jobs?

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ChannelOnline allows the creation of Service level jobs to add to a quote.

To create a new Service option:

Control Panel > Items Admin > Service, Select "Create New Service Item"

Enter a preselected number or have the system generate a new SKU number for the service and select "OK"

From the Service Item page, fill in the following:

Job Information

• Type of service job - Single visit, recurring work, subscription, block hour support
• Frequency of performance - Single, hourly, daily, weekly, etc.,
• Service Name - Name of the service job

Supplier

• Supplier of the job - Supplier providing this service
• Supplier number for the job - Supplier number
• Supplier description for the job - Description of the work
• Cost - Cost to the reseller for this job

Billing Rate(s)

• List price - List price for the service (per unit)
• Frequency - Monthly, Quarterly, Semi-Annual, Annually
• Billing code - If necessary

Active or Disabled - Displays the service job for assignment

Icon

• Icon Assignment - Associated with the job

Categories and Tags

• Category/Sub-Category assignment - From list of existing categories
• Tag assignment - From the list of existing tags

Detail description - Additional information on the service

Once saved, the service job is available to be added to a quote.