Adding and Editing Services
    • 04 Apr 2024
    • 1 Minute to read

    Adding and Editing Services


    Article summary

    Adding a Service

    To add a service in your Helcim account, select the Products and Services icon.
    Products and services iconNext, select Services from the Product and Services menu.
    product and services menuSelect Add Service to being entering the service details.
    add service button
    Use the text boxes to enter details about the service.
    service information form
    Name: Enter the title or name for the service.
    Category: Select the category from the drop-down menu. This list will include all the categories that currently exist in your account for both products and services.
    pricing information
    Next, enter the pricing information or sale price if applicable. Note that the sale price will take priority over the regular selling price. 
    availabilityAvailability: Toggle the availability On to activate the service
    Available Retail: Toggle this option On to have services available for invoices

    Availability
    Services are currently only available on Invoices and through the app.


    description
    Finally, enter the description for the service. The description box on the service page does not have a character limit and will fully display on the invoice you create.

    Adding Images to a Service

    To add a service in your Helcim account, select the Products and Services icon.
    products and services iconNext, select Services from the Product and Services menu.
    product and services menu
    Next, select the service you want to attach an image to, then select Images.
    images
    Select Click to Upload then select the image you want to attach to the service.
    service images upload
    You can continue adding images to the service. Selecting the Star icon will favorite an image so it is displayed first.

    Advanced Options

    To edit advanced options of Services in your Helcim account, select the Products and Services icon.
    products and services iconNext, select Services from the Product and Services menu.
    product and services menu
    Next, select the service you want to edit, then select Advanced Options.
    advanced options

    General Options

    general options
    Color Placeholder: Select the color to be used if you don't have a photo for the service.
    Tax Exempt: Use the drop-down menu to confirm if the item is tax exempt or not.

    Level 3 Data

    level 3 data
    Unit of Measure: Enter the preferred unit of measure.
    Commodity Code: Enter the service commodity code.



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