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Services can be added, edited, and managed from the services dashboard under the “service bell icon” on your left-side navigation bar.

What are Services?

Services can be something you provide, such as design fees or a third party service such as delivery. Services can be added to products & services, proposals, invoices, and orders.

How To Add a New Service

Click "+ Add new" in the top right of the action bar within the Services tab. A box will pop up allowing you to create a name, description, rate, tax, attach it to a vendor, select if you'd like it as an option when time tracking, and add an image. By default the currency your account is set to will be the currency for the service.

Name: Give your service a name!

Description: Describe what's included in this service.

Currency: Choose a currency

Base Tax Rate: Do you need to tax your services? If so choose one from your existing list. **Note** If you click on the "Base tax rate" field and nothing happens - a tax rate needs to be added to your Studio first.

Rate: Set a fee. This can be hourly or flat fee. Quantities for services are added when creating a proposal so, the unit for the rate isn’t necessary.

For Time Tracking: Click this option if you’d like a service to show up in the time tracker

How to edit a Service:

Click the three vertical dots next to the service you'd like to edit. Click "Edit service." Change any fields you'd like then click "Done."

Example Services to include in time tracker:

Design development, consultation, product sourcing, site measure, admin, client meetings, delivery and installation.

Example 3rd party Services:

Delivery, installation, contracting, and workroom

How to Archive a Service:

Click the three vertical dots next to the service you'd like to archive. Click "Archive."

How to Unarchive a Service:

Open the Search / Filter panel in the upper right-hand corner of the Services tab. Check the box next to "Archived." Click the three vertical dots next to the service you'd like to unarchive. Click "Unarchive."

How to Duplicate a Service:

Click the three vertical dots next to the service you'd like to duplicate and click "Duplicate." This will copy all information already added in the base service. Once you click "Duplicate" a menu will pop up with a service called "Copy of..." the service you duplicated. Change the title and any other information then click "Save."

Additional Notes

**Note** You can also favorite services by clicking the heart on the service, add a service directly to a project or package from the Service tab, and Search / Filter through your services.

If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.

Happy designing!


Services can be added, edited and managed from the services dashboard under the  “wrench icon” on your side navigation bar. 

What are Services?

Services can be something you provide, such as design fees or a third party service such as delivery. Services can be added to proposals, invoices and orders. 

How To Add a New Service

How to add a new service? 

Click create service in the top right of the action bar. Choose a name, rate, and tax. By default the currency your account is set to will be the currency for the service. 

How to edit an existing service: 

Name: Give your service a name! 

Currency: Choose a currency 

Rate: Set a fee. This can be hourly or flat fee. Quantities for services are added when creating a proposal so the unit for the rate isn’t necessary. 

Markup: Add a % markup to 3rd party services, such as delivery or installation 

Tax: Do you need to tax your services? If so choose one from your existing list or select “add new” 

For Time Tracking: Click this option if you’d like a service to show up in the time tracker 

Example Services to include in time tracker:

Design development, consultation, product sourcing, site measure, admin, client meetings, delivery and installation.

Example 3rd party Services to markup:

Delivery, installation, contracting and workroom

If you need any additional support, click the chat bubble in the lower right-hand corner to chat with a member of our team.

Happy designing!

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