Add default services for job typesLast updated on 02/23/2023
How to set up default services (in Job Types)
Navigate to Settings. On the side panel, click Operations > Job Types > Default Services tab.
Click the Name field to search for a service in your Pricebook. You may search by Pricebook code or keyword.
Once you have entered the default service in the Name field, click Add.
When you are done entering default services, click Save.
Which default services will be on the invoice?
When the technician is dispatched to the job, the default services will automatically be on the invoice (the technician will not have to add them).
When the technician taps into the invoice, the default services will already be there.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.