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How to add Service items

Adding Service items to your account will make processing jobs and invoices much easier and is part of our end to end workflow

Natasha Tyrrell avatar
Written by Natasha Tyrrell
Updated over a week ago

Service Items

Service items work the same way as products ( to learn how to add in products click here) -- for each service item, you can update the Category, Code, Description, Purchase Rate and Sales Rate.

Each item is considered one hour, so when a service item is added to a job, the number of hours can be updated to reflect the time a technician spent on the job.

Technicians can control this through the FieldInsight app. If they use the 'Timesheet' feature inside the app, FieldInsight will track the time they spent and automatically update the job as necessary.

You may already have a few call service items in your account set up as examples of what service items you might want to have available to Schedulers and Technicians.

Feel free to update these items, or delete them so you can create your own.

If you wish to use the category in your service items you first of all need to set them up. If you don't want to use category you can skip this step.

We can now Add in a Service

Click the Add Service Button

If you are using category you can sellect

Enter in all the details required - then Save Item

The new service item is added to your list

It is now available to be added to a job

If you are new to FieldInsight, you don't need to manually enter in all your information. If you give us the list in a CSV file, we can import them as part of your on-boarding.

What's Next?

If you have added inventory items and products in, you might like to look at packages

There are a few updates that you might want to make to your account to help make your workflow easier, like adding your logo and updating your team schedule. Click here to find out how you can customize your account.

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