Services Settings
=================

The Services Settings page allows you to create and manage service templates that can be quickly added to repair orders.

Overview
--------

Service templates streamline repair order creation by:

* Pre-defining common services with all required items
* Standardizing pricing and labor times
* Categorizing services by type
* Managing service availability with active/inactive states

Key Features
------------

Service Templates
~~~~~~~~~~~~~~~~~

**Service Properties**
  * Service name and description
  * Service type (Service or Diagnostic)
  * Active/inactive status
  * Associated service items
  * Location-specific or global availability

**Service Types**
  * **Service**: Regular maintenance and repair work (Indigo badge)
  * **Diagnostic**: Diagnostic and inspection services (Amber badge)

Service Items
~~~~~~~~~~~~~

Each service can include multiple items:

**Item Types**
  * **Labor** (Blue) - Technician work time
  * **Part** (Orange) - Physical components
  * **Fluid** (Teal) - Oils, coolants, fluids
  * **Fee** (Green) - Service charges
  * **Tax** (Red) - Applicable taxes
  * **Sublet** (Purple) - Outsourced work

**Item Properties**
  * Name and description
  * Quantity
  * Price (customer charge)
  * Cost (shop cost)
  * SKU for inventory tracking
  * Source information for parts
  * Sort order for display

Interface Features
~~~~~~~~~~~~~~~~~~

**Service Cards**
  * Visual status indicator (green for active, grey for inactive)
  * Service name with type badge
  * Item count with visual distinction (highlighted when configured)
  * Creation date for reference
  * Quick action buttons

**Search and Filter**
  * Search by service name or type
  * Active/inactive sections
  * Result count indicators
  * One-click search clearing

How to Use
----------

Creating a New Service
~~~~~~~~~~~~~~~~~~~~~~~

1. Click **New Service** button in the app bar
2. Enter service information:
   
   * Service Name (required)
   * Type (Service or Diagnostic)
   
3. Click **Create** to save the service
4. Click on the service card to add items

Adding Service Items
~~~~~~~~~~~~~~~~~~~~~

1. Click on a service card or the items button
2. Click **Add Item** in the items page
3. Configure the item:
   
   * Name (required)
   * Type (Part, Labor, Fluid, etc.)
   * Description (optional)
   * Quantity
   * Price and Cost
   * SKU for inventory
   * Source for parts

4. Click **Add** to save the item

Managing Service Items
~~~~~~~~~~~~~~~~~~~~~~

**Editing Items**
  1. Navigate to the service items page
  2. Click the edit icon on any item
  3. Update the necessary fields
  4. Click **Update** to save

**Reordering Items**
  * Drag and drop items to reorder
  * Order determines display on repair orders
  * Changes save automatically

**Deleting Items**
  * Click the delete icon
  * Confirm deletion in dialog
  * Cannot be undone

Service Management
~~~~~~~~~~~~~~~~~~

**Activating/Deactivating Services**
  1. Edit the service
  2. Toggle the Active switch
  3. Inactive services won't appear in repair order selection

**Editing Services**
  1. Click the edit icon on the service card
  2. Update name or type
  3. Toggle active status if needed
  4. Click **Update** to save

**Deleting Services**
  1. Click the delete icon
  2. Confirm in the dialog
  3. Note: Cannot delete services used in existing repair orders

Best Practices
--------------

Service Template Design
~~~~~~~~~~~~~~~~~~~~~~~

* **Comprehensive Items**: Include all parts, labor, and fluids
* **Accurate Pricing**: Keep prices current with costs
* **Clear Naming**: Use descriptive, searchable names
* **Logical Grouping**: Organize related services together
* **Version Control**: Create new services for major changes

Item Configuration
~~~~~~~~~~~~~~~~~~

**Labor Items**
  * Use standard time units (0.5 hours, 1.0 hours)
  * Include setup and cleanup time
  * Document specific tasks in description

**Parts Items**
  * Include manufacturer part numbers in SKU
  * Specify OEM vs aftermarket in description
  * Track supplier in source field

**Fluid Items**
  * Specify exact quantities
  * Include disposal fees if applicable
  * Note specifications in description

Pricing Strategy
~~~~~~~~~~~~~~~~

* **Consistent Markup**: Apply standard markup to costs
* **Bundle Pricing**: Consider package deals for common services
* **Regular Reviews**: Update prices quarterly
* **Competitive Analysis**: Research market rates

Organization Tips
~~~~~~~~~~~~~~~~~

* **Naming Convention**: "System - Service Type - Specifics"
  
  * Example: "Brakes - Front - Pad Replacement"
  * Example: "Engine - Diagnostic - Check Engine Light"

* **Active Management**: Deactivate seasonal services
* **Item Order**: Place most important items first
* **Description Usage**: Add notes for technicians

Performance Optimization
~~~~~~~~~~~~~~~~~~~~~~~~

The system uses efficient querying:

* Single query fetches all services with item counts
* Instant search filtering
* Optimized for hundreds of services
* Fast item management

Tips and Tricks
---------------

* **Quick Navigation**: Click anywhere on card to view items
* **Bulk Item Entry**: Add all items before saving
* **Template Copying**: Use existing service as starting point
* **Search Shortcuts**: Search by type for quick filtering
* **Visual Cues**: Services with items show highlighted button

Troubleshooting
---------------

Common Issues
~~~~~~~~~~~~~

**Service Not Appearing in Repair Orders**
  * Verify service is active
  * Check location assignment
  * Refresh repair order page
  * Clear browser cache

**Item Prices Not Calculating**
  * Ensure prices are numeric
  * Check for decimal point issues
  * Verify quantity is set
  * Review formula settings

**Cannot Delete Service**
  * Check if used in repair orders
  * Deactivate instead of delete
  * Archive for historical reference

**Drag and Drop Not Working**
  * Use a compatible browser
  * Check for JavaScript errors
  * Try refreshing the page
  * Disable interfering extensions

Integration Points
------------------

Services integrate with:

* **Repair Orders**: Quick service addition
* **Estimates**: Template-based quoting
* **Inventory**: SKU tracking
* **Reports**: Service popularity analytics
* **Invoicing**: Standardized billing

Related Documentation
---------------------

* :doc:`repair-order-settings` - Configure workflow
* :doc:`inspections-settings` - Set up inspections
* :doc:`company-settings` - Business configuration
* :doc:`employee-settings` - Team management