Creating service items in the system is an essential step in using FieldInsight effectively. It’s not only important for accurate quoting but also ensures employees are paid correctly for the work they perform.
Creating Service Items
Services are part of the Inventory section in FieldInsight. To access this, go to the left menu, click Inventory, then select Services from the dropdown.
To create a new item, click + Add Item to open a pop-up window where you can configure the service details.
While only the Service Item Code is required, we recommend completing the following fields for best results:
Recommended Fields:
Service Item Code: The name of the service item; this will appear throughout the system.
Description: A brief but clear explanation so users know when to use the service.
Purchase rate: The cost of the service to the business.
Markup percentage: The margin added to the purchase rate to determine the selling price.
Discipline type: Choose between Staff or Unit.
Labour: Tick this if the service is considered labour. This must be enabled for the service to be attached to a timesheet record.
Optional Fields
Category: Useful for grouping service items, especially when working with a large list. If categories aren’t set up, refer to this help document.
Discipline: Available for Staff discipline only. Linking disciplines helps filter services for specific job roles, such as a technician who only sees services related to electrical work.
Image: Add an image if it's relevant to the service.
Once all relevant fields are filled out, click Save to return to the Services page or Save and add another to continue adding items.