How to Create a Service

Time: 2 minutes Result: New service offering ready for customers

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Steps

Step 1: Navigate to Services

1. In the sidebar, click Consultancy
2. Select Services

Step 2: Click Create

1. Click the + Create button (top right)
2. The service form opens

Step 3: Fill Service Details

Field	Description	Required
Name	Service name	✅
Description	What the service includes	Optional
Price	Service cost	✅
Required Documents	Documents needed from customer	Optional

Step 4: Save

1. Review all information
2. Click Save
3. Service is now available for customers

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Result

✅ Service is created and can be selected when creating new customers.

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Next Steps

• Configure Required Documents
• Create a Customer