Service Management

Add or edit a service

1. Open Service Management and review the current service list and reminder summaries.
2. Choose Add Service, or select an existing service in the table to edit it.
3. Enter the service name and price range. Add a reminder interval and unit when the service should produce a reminder.
4. Save, then check the service table to confirm its name, price range, and reminder.
5. To add common catalog entries in one go, choose Bulk Add, select the defaults the shop offers, and confirm the import.

Review customers and jobs for a service

1. Open a service’s subscriber action from the table.
2. Review the related customers, vehicles, appointments, and service activity.
3. Open a listed job to continue on Appointment details.