Service management
Services, subscription services, service orders and their contracts.
A service is not a product with a different name. It has a term, a scope and often an addendum, and this area holds all three.
Where to find itServices in the sidebar.
Step by step
- Open Services → Services and define what you deliver, with Products for the goods that go with it.
- Define recurring services under Subscription services.
- Record each engagement as an Order.
- Keep the Contracts that govern them, and record changes as a Contract addendum rather than editing the original.
- Settings holds the categories and defaults.
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