How To Add A Service

What this does

Adding a service creates one of the work types your company performs inside a division.

Services are part of the structure used later for staff setup and wages.

Before you start

• You must have at least one division already created.
• You must be a Manager, Admin, or Owner to add or edit a service.

Recommended setup order

This step usually comes after How to add a division.

Steps

1. Open the Admin App.
2. Go to Company Structure.
3. Select Services.
4. Click Add Service.
5. Enter a value in Service Name.
6. Choose the correct Division.
7. Click Save in the dialog.
8. Back on the Services page, click the main Save button.

Important:

• saving in the dialog only updates the draft list on the page
• the service is not fully saved until you click the main page Save button

Common mistakes

• trying to add a service before creating a division
• choosing the wrong division
• closing the page after saving the dialog but before clicking the main Save button

What to do next

The next likely step is How to add a team.

Related guides

• Admin App: Staff setup overview
• Admin App: How to add a division
• Admin App: How to add a team