Setup Service Category

Service Category is itemized list of all services you provide at a granular level

For example:

  • You can define categories of order such as Elevator Repair, Escalator Repair, Monthly Maintenance, Lubrication, Installation
  • Individual service categories under each order category may include Step-Chain Replacement, Handrail Fix, Brake & Motor Service, Skirt Brush Installation, Hoisting Rope Inspection

 

Add 

1) Select Service Category console from left navigation under Tools

2) Click Add Service Category button

  • You may define optional fields such as Description Unit Price, Unit. These will be used for Invoice reporting

 

Edit & Delete 

1) Select Service Category console from left navigation under Tools

2) Click Edit or Delete button

 

CSV Import 

You may import Service Category from CSV file. Please refer to Data Import section of our tutorial

 

 

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