View Your Services

ServiceVisit keeps a catalog of the services you sell, and this lets you see it. You would open it to check what customers can book and what your team schedules, and to read the details of a single service, including whether it is ready to be published.

A service is defined once and carries the type of work, the work plan to follow and the expected duration, so a Job booked from it inherits those settings and the technician does not have to supply them. Withdrawn services are left out of the list unless you ask to include them.

Viewing is the starting point for the rest of the catalog. Adding a service, changing one, and making one visible to customers are separate actions.

The same access covers the plans and packages you sell. You can see your plan offerings (recurring service plans) and package offerings (prepaid packages), the agreements attached to them with the exact version each published offering uses, and the proposals you have sent to customers with where each one stands, such as sent, accepted, withdrawn or expired.

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