The subsections below will highlight the different ways to access the add service feature.
From the Parts' Drop-Down
- The fastest and easiest way to add a new service is by accessing the drop-down menu from the Parts feature located in your MobiWork menu:
Select the "Add Service" option from the drop-down.
The Add Service pop-up window will then appear.
From the Service Catalog's More Actions
On the Services feature page, you will also be able to import your services from Excel. For more information on how to import your services, please see the Import or Export Services page:
Plus Sign- Adds a new service.
More Actions- Allows you to access the import drop-down actions.
To add a new service from the Services feature page, please see the steps below:
Once you are on the Services feature page, click on the Plus Sign to add a new service:
The Add Service pop-up window will then appear.
Regardless of the method that you choose to add a service, the Add Service pop-up window will appear. From this window you will be able to input if the product is a service, the name of the service, and more:
The terms listed in the Add Service pop-up window are defined below:
| Name: | Description: |
|---|---|
| "Name" | The name of the service. |
| "Description" | The description of the service. |
| "SKU #" | The stock keeping unit of the service; this can be used to store the barcode number. |
| "Advanced Options" | By clicking the "Advanced Options" checkmark, you will be able to access additonal options when creating your MobiWork service. |
| "Discount Allowed" | Indicates if a discount is allowed on the service. |
| "Max Discount Percent Allowed" | Indicates the maximum discount percentage allowed for the service. |
| "Points" | A numerical system used to calculate sales rankings and objectives. |
| "Price" | The price of the service. |
| "Cost" | How much the listed service costs your company. |
| "Taxable" | Indicates if the service is taxable or not; if taxable, please click the checkbox. |
| "Category" | The category that the service is classified under. |