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
- Then click on Items & Services
- Next, click on the Create New... button
- Then click on Service
![New service form with fields to fill out.]()
- Enter a Name for your Service
- Include a Description if you’d like
- If using Accounting, for Income Account, choose between Revenue, Billed Expenses, Discounts, Sales, Uncategorized Income, or any custom Income Accounts
- If Advanced Accounting is enabled, click on the Add New Account button to create a new Income Account instead
![Add New Account button while creating a new service.]()
- Choose between Parent Account or Sub Account
![Add new account with fields to fill out.]()
- If Sub Account is chosen, in the Group Under Parent Account dropdown, select the Parent Account you want this new Sub Account to be organized under
- Next, enter an Account Name
- Then enter the unique Account Number, which is automatically populated for you but can be overwritten
- If needed, add in details in the Description field
- Click Save to create the new Account
- If Advanced Accounting is enabled, click on the Add New Account button to create a new Income Account instead
- Next, add a Rate, if your Project uses Service Rates, this will be pulled onto the Invoice instead
- 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 / Set as Non-Billable - Ensures any time logged under this Service can be generated onto an Invoice or manually marked as Billed, or automatically marked as non-billable
- Always Add to New Projects - Ensures these Services are always added by default when making a new Project
- Change Income Account - This will apply to new line items moving forward
- Archive - Move several Services into your archived Services list to keep your active list clean
- Delete - Move several Services into your deleted Services 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.