To add a service in your Helcim account, select the Products and Services icon.
Next, select Services from the Product and Services menu.
Next, select the service you want to attach an image to, then select Images.
Select Click to Upload then select the image you want to attach to the service.
You can continue adding images to the service. Selecting the Star icon will favorite an image so it is displayed first.
Adding and Editing Services
- 27 Oct 2022
- 1 Minute to read
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Adding and Editing Services
- Updated on 27 Oct 2022
- 1 Minute to read
-
Print
Adding a Service
To add a service in your Helcim account, select the Products and Services icon.Next, select Services from the Product and Services menu.Select Add Service to being entering the service details.
Use the text boxes to enter details about the service.
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.
Next, enter the pricing information or sale price if applicable.
Availability: 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.
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
Advanced Options
To edit advanced options of Services in your Helcim account, select the Products and Services icon.Next, select Services from the Product and Services menu.
Next, select the service you want to edit, then select Advanced 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
Unit of Measure: Enter the preferred unit of measure.
Commodity Code: Enter the service commodity code.
SEO
URL: This is the URL of the service that will be used in the online store.
Description: Use the text box to edit the description of the service for SEO purposes.
Tags: Use the text box to enter any tags or keywords related to your service.
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