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How to add a Service
How to add a Service

Create Services to add to your Projects and Packages!

Paxton Willard avatar
Written by Paxton Willard
Updated over a week ago

How to add a 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 an 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

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!

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