Add Services, Customer Relationship Management | CRM Services

The services interface lets you add and keep track of services that are rendered to customers.

There are four possible ways to create a service record:

Create a new service record – Click 'All' > 'Services' > 'Add Services'. See 'Create a New Services Record' for more information.

Quick create a record – Add a new services record with the minimum required information. Other details can be added later as required. See 'Quick Create a Services Record' for details.

Clone a record – Duplicate an existing service record to use as the starting point of a new product. See 'Clone a Product Record' for more information.

Import Service records – Import a list of services records from a .csv or .vcf file. See 'Import Services Records' for details.

Create a New Services Record

Create New Services – Form Parameters
Form Parameter	Description
Services Details
Services Name	Specify the service name. This field is mandatory.
Usage Unit	Choose whether the service is offered in hours, days or per incident.
Active	Enabled if the service provided is active before generating an invoice.
Number of Units	Optional. If your service is measured in units, please specify how many units constitute one service offering.
Website	Specify the web site URL of the service.
Category	Select the service category from the drop-down. Contact your administrator to add or remove a category.
Owner	Select the name of the user or user group to whom the service should be assigned.
Support Start Date	Contracted start date for your support service.
Sales End Date	End of sales contract.
Support Expiry Date	Contracted end date for your support service.
Pricing Information
Price	Cost of the service. Click 'More Currencies' to change the currency. You can manage currencies by clicking the gear icon on the top right, 'CRM Settings' > 'Other Settings' > 'Currencies'.
Commission Rate	The commission paid to the supplier vendor for purchasing the service.
Taxes	The applicable taxes for the product. The enabled tax fields will be shown. You can manage taxes by clicking the gear icon on the top right, 'CRM Settings' > 'Other Settings' > 'Calculations'.
Description Details
Description	Enter any information and directions you would like to add about the service.

Click 'Save'. The product will be saved and added to the list in the 'Services List' interface

Quick Create a New Service Record

The 'Quick Create' option allows you to create a service record from any interface. It requires you to enter only basic details.

Click the '+' button at the top right from any interface of CRM and choose 'Service' from the options.

You can add more details by clicking 'Go to full form'. You can also edit the record at a later date to add more information.

If you want to view and enter all details, click 'Go to full form'. Descriptions of the form parameters are available in this table.

The service will be added to the list of records in the 'Service List' interface.

Clone a Service Record

CRM allows you to copy an existing service record to use as a template for a new record. You can then edit the cloned record as required.

To clone a service record

The 'Create New Service' form will open with the details populated from the original record.

Edit the details as required. Descriptions of the form parameters are available in the table above.

The service record will be saved and added to the 'Services List' interface.

Import Service Records

Another method of creating a service record is to import from a created list of service records.

To import services records

Follow the on-screen instructions to import the desired services records. See 'Import and Export Records' for more information.

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