Services
Maintain the catalog of what you sell: name, industry, rate, and description. Set up clients and requirements quickly when you need a faster start.
Outcome
You can list, view, create, and edit services. The Apply Starter Pack button on that screen is the product name for a faster catalog start.
Who it's for
Company admin
Prerequisites
- At least one company industry selected
- Permission to manage services
Steps
- Open Business → Company → Services (/company/services). Optionally filter with ?industry_id=. Search and switch grid/table if available.
- Open View (/company/services/view?id=…) to confirm name, industry, rate, description, and links used by contracts and projects.
- Add Service → /company/services/new. Enter name, industry, rate, and description, then create.
- Edit (/company/services/edit?id=…) to update fields; deactivate or reactivate when the UI offers it for services tied to contracts.
- From the services hub, open Apply Starter Pack (/company/services/starter-pack). Choose industry (and healthcare subpack if shown), preview, pick merge/skip/replace strategy, then apply. Review created services afterward. Next in this cluster: Team.
Visuals
Related feature
Open feature page