Services
In this section, you'll learn everything there is to know about Services.
Services are what you offer on the Order Page for your clients to buy. One Service can include many different Items and Add-ons, which can be made optional. You can create an infinite number of Services and choose which should be visible to your clients.
To access your Services, click on the box icon on the far left side.
In the Overview tab, you can see the list of your Services along with their Name, Type, Price, Order Page visibility, and Settings. On the far right, you can copy the order link of each offer, edit it, or delete it entirely.
To create a new Service, click on the "Create service" button right next to the "Overview" heading.
By creating a new Service, you create a template which can be edited later on, right before sending a Quote to clients. Therefore, none of your decisions made here are irreversible.
The new Service section has two tabs at the top: "Service" and "Order form". We'll go through both one-by-one.
To create a new service, fill out the following fields:
Name (Required): the name of your Service which is visible to both you and the client. Make sure it properly describes the Service and that it's not offensive.
Default workflow: choose which workflow, i.e. a defined process of delivery, should be assigned by default to this Service. To learn more about Workflows, read this article.
Type: you can require your clients to pay in advance for a specific service (Productized), pay later on (Customized), or require no payment at all (Free).
If you chose the Free type, you'll only have to enter the Name of your Service and choose the Default workflow.
If you chose the Custom type, you'll also have the following options available:
Currency: choose which currency should be default for this Service. Available options are USD, EUR, GBP, and PLN.
Tax support: disable or enable this option to include tax support for any percentage-based tax for this Service.
Default method of payment (single select): choose how your clients will pay for your Services. They can do so through Stripe, bank transfer, or not at all. Because all you create right now is a default template, you can change the payment method anytime during the conversation.
Send payment request (single select): you can choose to automatically send payment requests after order submission or to send it manually.
Issues invoice (single select): you can choose whether you want:
— to never send an invoice,
— the invoice to be issued automatically right after payment,
— the invoice to be issued manually whenever you want.
If you chose the Productized type, you'll have all the options mentioned above, as well as Items.
Items are clearly defined parts of your service that can be made obligatory or optional for your clients. For example, if you’re creating a Branding Design service, you can list singular parts of the service such as “Logo Design”, “Typography”, or “Social Media Ads”, and price them separately. Note that all the items will be listed on the Invoice.
To add a new Item, click on the “Add item” button. Once added, you’ll be able to customize your Item in the following fields:
Name: choose a name for this Item so that your clients understand what it is. The name will be listed on Quotes and Invoices as well.
Quantity: the number of services you offer, for example; 3 logo designs or 5 SEO-optimized articles.
Quantifiable: by enabling this option, your client can choose the amount of Items they want to order via Order Form. If left unspecified, they can choose from 1 to 1000. If you want to specify the range, fill out the next field boxes.
Minimum Quantity: the minimum amount of services that can be ordered. If the Quantifiable option is disabled, this field box will be grayed out.
Maximum Quantity: the maximum amount of services that can be ordered. If the Quantifiable option is disabled, this field box will be grayed out.
Custom: if this item requires custom pricing, you can toggle this option to disable the price for now. The “Total” field will be automatically set to “Custom”. You can estimate the price later on with your clients and include it in the Quote.
Price: the price value of a singular service in the currency specified in settings (allowed currencies: EUR,GBP,PLN,USD).
Value: the summed up price for the number of chosen services. Note that while it's automatic, you can still change it manually. But by doing so, the price will also change.
Tax: to make this field visible, toggle the “Tax support” button that you can find below the Items. Then, you’ll be able to set tax in percentages, which will be included in the “Total” field.
Addon: if you enable this option, the service will show up as optional in the Order Form. If you disable it, this service will be obligatory.
Total: shows the current sum of all the fields, including tax (to enable tax, toggle the Tax support button below the Items). Note that if you didn't specify the Price, the service will be labeled as Free.
Trash icon: if you no longer want to offer a specific service, simply click on the Trash icon to delete it.
Here, you can decide how your Service will be presented on the Order Page.
Show this Service on the Order Page: use the toggle button to either hide or show this Service on the Order Page.
Image: to better visualize the service, you can upload an image to either show the promised end results or to showcase your brand. Required dimensions are 1200x720px. If you don’t upload an image, the layout of the Form will be centered. You can use the “Remove” button to delete the image anytime.
Service description: describe the Service in 1500 characters or less. You can list what exactly your Service covers, your terms and conditions, how long your clients will wait for a reply, or anything else you wish. You can format the text by using bold and italics, include a link, create a bullet and ordered lists, and add a blockquote.
Order form: here you can see the preview of the part of the Order Page with your Form. Grayed out fields can’t be removed — email address, title, request description, and a field to attach files — but you can add your own form fields to make your clients provide more information and choose their placement on the Order Form.
Form fields: there are four types of Form fields that you can choose from:
— Text field: where you can ask your clients open questions,
— URL/Link: where you can ask your clients to provide a link to specific websites, external resources, files, and so on,
— Single select: where you can provide several options and make your client choose one,
— Multi select: where you can provide several options and make your client choose as many as they want.
All the types come with Field Labels and Placeholder texts. In the case of Single select and Multi select, you’ll also have the Manage choices section where you can add and remove the choices as well as change their order.
Also, all form fields can be added, edited, and removed anytime, as well as disabled. This option can temporarily hide the form field for as long as you need and use it later on.
To preview your forms, go to your Order Page, either via a direct link or by clicking on the "Preview" button, both of which can be found in the Order Page tab accessed through "Services".
Roles That Can Manage Services: Manager, Admin, Owner
Services are what you offer on the Order Page for your clients to buy. One Service can include many different Items and Add-ons, which can be made optional. You can create an infinite number of Services and choose which should be visible to your clients.
To access your Services, click on the box icon on the far left side.
In the Overview tab, you can see the list of your Services along with their Name, Type, Price, Order Page visibility, and Settings. On the far right, you can copy the order link of each offer, edit it, or delete it entirely.
New Service
To create a new Service, click on the "Create service" button right next to the "Overview" heading.
By creating a new Service, you create a template which can be edited later on, right before sending a Quote to clients. Therefore, none of your decisions made here are irreversible.
The new Service section has two tabs at the top: "Service" and "Order form". We'll go through both one-by-one.
Service Section
To create a new service, fill out the following fields:
Name (Required): the name of your Service which is visible to both you and the client. Make sure it properly describes the Service and that it's not offensive.
Default workflow: choose which workflow, i.e. a defined process of delivery, should be assigned by default to this Service. To learn more about Workflows, read this article.
Type: you can require your clients to pay in advance for a specific service (Productized), pay later on (Customized), or require no payment at all (Free).
If you chose the Free type, you'll only have to enter the Name of your Service and choose the Default workflow.
If you chose the Custom type, you'll also have the following options available:
Currency: choose which currency should be default for this Service. Available options are USD, EUR, GBP, and PLN.
Tax support: disable or enable this option to include tax support for any percentage-based tax for this Service.
Default method of payment (single select): choose how your clients will pay for your Services. They can do so through Stripe, bank transfer, or not at all. Because all you create right now is a default template, you can change the payment method anytime during the conversation.
Send payment request (single select): you can choose to automatically send payment requests after order submission or to send it manually.
Issues invoice (single select): you can choose whether you want:
— to never send an invoice,
— the invoice to be issued automatically right after payment,
— the invoice to be issued manually whenever you want.
If you chose the Productized type, you'll have all the options mentioned above, as well as Items.
Items are clearly defined parts of your service that can be made obligatory or optional for your clients. For example, if you’re creating a Branding Design service, you can list singular parts of the service such as “Logo Design”, “Typography”, or “Social Media Ads”, and price them separately. Note that all the items will be listed on the Invoice.
To add a new Item, click on the “Add item” button. Once added, you’ll be able to customize your Item in the following fields:
Name: choose a name for this Item so that your clients understand what it is. The name will be listed on Quotes and Invoices as well.
Quantity: the number of services you offer, for example; 3 logo designs or 5 SEO-optimized articles.
Quantifiable: by enabling this option, your client can choose the amount of Items they want to order via Order Form. If left unspecified, they can choose from 1 to 1000. If you want to specify the range, fill out the next field boxes.
Minimum Quantity: the minimum amount of services that can be ordered. If the Quantifiable option is disabled, this field box will be grayed out.
Maximum Quantity: the maximum amount of services that can be ordered. If the Quantifiable option is disabled, this field box will be grayed out.
Custom: if this item requires custom pricing, you can toggle this option to disable the price for now. The “Total” field will be automatically set to “Custom”. You can estimate the price later on with your clients and include it in the Quote.
Price: the price value of a singular service in the currency specified in settings (allowed currencies: EUR,GBP,PLN,USD).
Value: the summed up price for the number of chosen services. Note that while it's automatic, you can still change it manually. But by doing so, the price will also change.
Tax: to make this field visible, toggle the “Tax support” button that you can find below the Items. Then, you’ll be able to set tax in percentages, which will be included in the “Total” field.
Addon: if you enable this option, the service will show up as optional in the Order Form. If you disable it, this service will be obligatory.
Total: shows the current sum of all the fields, including tax (to enable tax, toggle the Tax support button below the Items). Note that if you didn't specify the Price, the service will be labeled as Free.
Trash icon: if you no longer want to offer a specific service, simply click on the Trash icon to delete it.
Order Form Section
Here, you can decide how your Service will be presented on the Order Page.
Show this Service on the Order Page: use the toggle button to either hide or show this Service on the Order Page.
Image: to better visualize the service, you can upload an image to either show the promised end results or to showcase your brand. Required dimensions are 1200x720px. If you don’t upload an image, the layout of the Form will be centered. You can use the “Remove” button to delete the image anytime.
Service description: describe the Service in 1500 characters or less. You can list what exactly your Service covers, your terms and conditions, how long your clients will wait for a reply, or anything else you wish. You can format the text by using bold and italics, include a link, create a bullet and ordered lists, and add a blockquote.
Order form: here you can see the preview of the part of the Order Page with your Form. Grayed out fields can’t be removed — email address, title, request description, and a field to attach files — but you can add your own form fields to make your clients provide more information and choose their placement on the Order Form.
Form fields: there are four types of Form fields that you can choose from:
— Text field: where you can ask your clients open questions,
— URL/Link: where you can ask your clients to provide a link to specific websites, external resources, files, and so on,
— Single select: where you can provide several options and make your client choose one,
— Multi select: where you can provide several options and make your client choose as many as they want.
All the types come with Field Labels and Placeholder texts. In the case of Single select and Multi select, you’ll also have the Manage choices section where you can add and remove the choices as well as change their order.
Also, all form fields can be added, edited, and removed anytime, as well as disabled. This option can temporarily hide the form field for as long as you need and use it later on.
To preview your forms, go to your Order Page, either via a direct link or by clicking on the "Preview" button, both of which can be found in the Order Page tab accessed through "Services".
Updated on: 21/03/2023
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