Industries and services
Pick industries first, then define the services (dienstverleningen) you deliver.
Outcome
At least one industry and service exist so projects and planning can reference them.
Who it's for
Company admin / planner
Prerequisites
- Company basics completed
- Industries before services (wizard enforces this)
Steps
- Continue Full Setup to Industries. Choose the industries your company operates in: this organizes services and people later.
- Save at least one industry. Without industries, the Services step stays blocked.
- Open Services. Add the services you deliver (name, linked industry, optional description). Rates and richer detail can wait until after setup.
- Use Add Another Service for more rows, or Import from CSV if you already have a service list (you can link rows to an industry).
- Save your services. You need at least one service before projects can be created in later steps.
- Skip only if you will define the catalog later in the app: then continue to clients, locations, and projects when you are ready.