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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 8 months ago

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!

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