Skip to content
Hub / App guides / Article

Office services catalog

Overview

Office → Services (with categories) defines service lines you can place on Orders alongside physical products.

Workflow

  1. Create service categories that match how you price work.
  2. Add services with clear descriptions for invoices and staff.
  3. Retire services you no longer offer to avoid mis-clicks.

Practical note

Vague service names become vague invoices.

Admin setup

Categories in admin; contract templates Contract Templates; reports Reports.

Advanced options

Report builder, mailings with segmentation discipline.

Troubleshooting

Report empty: check archive filter and date range.