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. Search and switch grid/table if available.
- Open View to confirm name, industry, rate, description, and links used by contracts and projects.
- Add Service. Enter name, industry, rate, and description, then create.
- Edit to update fields; deactivate or reactivate when the UI offers it for services tied to contracts.
- From the services hub, open Apply 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