Services are type of things you do for your clients. Also, what's very important, is that later, people will track time against them.
A service can be for example:
- iOS development
- Android development
- Project Management
- UX/UI design
or anything else that's applicable to your organization. You can manage service types in Settings.
Adding services to the deal
Click on Add service button to add your first service to the deal. You can add more services by clicking on the plus button.
If you already added service types in the Settings pick one from the drop down menu.
If not, just start typing the name of the service you want to add and hit the Create new service type link.
Choose between the two pricing models:
- Fixed price - you'll need to put down a fixed price for the service. You can also include an estimate of how many hours you think it will take.
- Hourly pricing - put down an hourly rate, and the total price will be dependent on the amount of hours actually tracked. You can also include an estimate of how many hours you think it will take.
You can also set a warning for when billable hours reach a percentage of estimated hours to know exactly how much budget is left.
Don't forget to hit the Create service button!
Editing a service
Need to change something? Click on the service from the list you want to edit, make changes and hit Update service button. If you want to delete the service, this is where you will find a Delete button as well.