Create a Service

Create a Service

  • Open the Main dashboard.
  • Go to Setting and open Services.
  • Click on “+New” button.
  • Provided Service Name Like GST, ITR, Audit, etc.
  • Click the Next button.
  • Enable the service (is enabled?) or (Is Recurring?)
  • Select user(s) and fill in billing details.
  • Set Default Billing Rate and GST %.
  • Click the Save button.
    • Related Articles

    • Create Recurring Service

      Go to settings and open Services. + New or edit a service. Enter the service name Enable the toggle ‘Is Enabled?’ Enable Recurring using the toggle button. Set Auto Task Creation Frequency - Monthly/Quarterly/Yearly. For Monthly: • Creation Date: ...
    • Create a Custom Field in Service

      Go to Setting and open Services. Select a specific service. Go to the Custom Fields tab. Click on “New Custom Fields” button. Fill required custom field and select Field type. Input option for filling details and Select option for an objective. ...
    • Assign User to Client with Particular Service

      Go to the Client dashboard. Open a client and click on the "Service" tab. Click on the pencil icon next to "Recurring Services." Click on "Configure Users" that appears next to the service name. Choose the user(s). The task will be auto-assigned to ...
    • Create Recurring Task

      To create recurring tasks, you must first create the recurring service. Please refer to the article "How to Create Recurring Service" After creating the recurring service, you need to assign the service to your clients: Go to the client dashboard and ...
    • Enable, Disable or Change Recurring Service

      Go to Setting and open Services. Open the service Click to enable or disable the toggle button next to “Is Recurring?” Select Auto Task Creation Frequency (Monthly, Quarterly, Yearly)