Setting Up Services


To setup a Service, enter in a Service ID by which to identify this Service. For example, contract programming might be given "CP1" as its Service ID. This will be used when you enter a Service Code on the Estimate and Invoice screens.

Once you have entered a Service ID, you can then proceed to fill in the rest of the information including a descriptive name that you will recognize and a long description of the item. You can also enter what you charge for this Service, as well as the "Unit". The "Unit" would be the type of Service that it is. For example, in the above example of contract programming, you might put "Hours" as the "Unit".

You can also edit any Service by double-clicking it and editing the necessary information.