Services (also known as Tasks) are used when tracking time, so you can bill an hourly or flat rate for the work you're doing. Different Services can be used while tracking time so your Clients know exactly what you're billing them for. You can also see where your time is going so you can estimate and bill for Projects more accurately.
New Service
To create a new Service, use these steps:
- Click on the gear icon in the top left corner
- Click on Items & Services
- Click on the Create New... button
- Select Service
![New service form with fields to fill out.]()
- Enter a Name for your Service
- Include a Description if you’d like
- Add a Rate if you’d like (if your Project uses Service Rates, this will be pulled onto the Invoice)
- Click on Add Taxes to include up to two taxes every time it’s invoiced
- Check off the box next to Billable if you want to bill for it on future invoices
- Check the box off next to Automatically add this service to all new projects to make it a default service
- Click on the Save button.
- Your newly created Service will now be visible in the Projects and Time Tracking sections to track time towards.
New Services can also be created from these other places:
- Logging time manually or from the timer
- While creating or editing a Project’s Services
If you’d like to add Taxes and a Service Rate afterwards, you can go to the Items & Services section and edit your Service there to include these.
Manage Services
To make changes to a Service, use these steps:
- Click on the gear icon in the top left corner
- Click on Items & Services
- Click on the Services sub-tab
- Then click on the Service you’d like to edit, and a pop-up will appear
- Make any changes as needed and click on the Save button to finish.
To delete a Service, use these steps.
From the Services section, you can also update several Services at once. Check off as many boxes next to any Service as needed, and click on the Bulk Actions button. From there you can select any of the below:
- Set as Billable - Ensures any time logged under this Service can be generated onto an Invoice or manually marked as Billed
- Always Add to New Projects - Ensures these Services are always added by default when making a new Project
- Archive - Move several Items into your archived Items list to keep your active list clean
- Delete - Move several Items into your deleted Items list
FAQs
I tried to create a new Service but an error says the name is taken?
Service names must be unique. If the name is taken, the Service name already exists elsewhere in your Archived Items & Services section, or in the deleted section. You can use the steps here to access the section and either edit the name to free up the original one, or restore the Service if it’s been deleted.