This video tackles:

  • Creating a NEW service
  • Modifying an EXISTING service



Select "Services"


TABLE OF CONTENTS


"Add Service"

Service name: This will be used to identify the service on the client portal and within proposals.

Short description: This is used on the services page on the client portal.

Full description: This is used in proposals and contracts.

Service Scope: (not mandatory). Learn more 



Modify a Service

Choose the service that you want to modify/update, and press "edit" via 3 dots to proceed.

Make the changes, and press "Save"