Custom Services

This comprehensive guide covers how to create, manage, and configure service templates in the Service Professional application.

Overview

Services are used on all Tickets, to track the work performed on vehicles. When adding Services to RO’s, you can use the canned services provided by the system, or create custom services of your own. This article will cover the creation and editing of your Custom Services.

Begin by navigating to the Settings menu, then selecting Services.

Services List

This page will display all of the Services that can be added to RO’s in a list. Each Service is displayed as:

• Name: Service template name.

• Type: Service or Diagnostic classification.

• Item Count: Action chip showing the number of configured items (e.g., “3 items”).

• Edit Button (✏️): Opens the service editor to change the Name or Type of Service.

• Delete Button (🗑️): Removes the service template (with confirmation).

Note: Services cannot be deleted if they have used on a Ticket. If you want to get rid of a Service that has been used, you will need to toggle it to Inactive status. In such a case, there will be a prompt on the screen to let you know.

Editing Existing Services

To edit an existing service simply click the Service card in the list. This brings up the Service Items list. If there are no Items added to this Service yet, you will see a prompt to add your first Item.

• Click + Add First Item

• Enter all the information for your Service Item

  • Item Name

  • Type

    • Labor: Work performed by technicians.

    • Part: Physical parts and components.

    • Misc: Miscellaneous charges.

    • Fee: Fixed fees (inspection stickers, disposal fees, bag tax).

• Description: Detailed item information or specifications.

• Quantity: Default quantity (defaults to 1).

• Price: Customer price.

• Cost: Shop cost.

• SKU: Stock keeping unit number.

• Click Add to save your service Item.

Creating New Services

• Click the + New Service button in the upper right corner.

• Enter a clear, descriptive Name (e.g., “PA State Inspection & Emissions”).

• Select either Service or Diagnostic from the dropdown to specify Service Type.

  • Service: Standard repair or maintenance work.

    • Used for standard repairs and maintenance.

    • Typically includes parts and labor.

    • Examples: Oil Change, Brake Service, Tire Rotation.

  • Diagnostic: Diagnostic and troubleshooting services.

    • Used for troubleshooting and inspection work.

    • Usually labor-only charges.

    • Examples: Check Engine Light Diagnosis, Noise Investigation.

On the Services page you will see a list of your Custom Services, separated by Active at the top and Inactive at the bottom.

Helpful Tips 💡

Template Optimization

• Reasonable Size: Keep templates under 20 items. This will keep load times fast and responsive.

• Archive Unused: Remove or deactivate old templates.

Search Optimization

• Keywords: Include searchable terms in names.

• Categories: Use consistent prefixes for grouping.