How to add a Service
Services can be added from the services dashboard under the “service bell icon” on your left-side navigation bar.
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 Service Name, Description, Rate, Tax, Carbon Dioxide Equivalent, 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. Be sure to select Save when you are done editing.
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.
Carbon Dioxide Equivalent
Used to calculate a project's environmental impact for sustainable design.
Vendor
Select a vendor from your dropdown options.
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!