Service types are the different things you do for your clients that they are paying you for. They are used on Deals and Budgets and people track their time against them.

To set them up, go to Settings > Service types:

There will already be a list of default Service types in your account, but you can add new ones by clicking on Add service type:



Assign people to a service type

By assigning people to a service type, those people will only be able to track time against services that have that service type selected:

Quick add service type from budget

By enabling the following option, a service type will be possible to create a new service type directly from a budget:

Delete a service type

Service types can be deleted, too. Deleting a service type will prevent further time entries for that service type. However, existing time entries will not be affected by the deletion:




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