In the dashboard: Business Tools → Services & Fees
Setting up services for inspections
Create templates and agreements
0:00
- Before setting up services, ensure you have created your templates and agreements
- These will be used in the service setup
Access service setup
Add new service
0:17
- If no services exist, click Add New Service
- Fill in the following details:
- Name of the service
- Description
- Base price
- Duration
- This information is for your reference
Select templates and agreements
0:25
- Choose the relevant templates and agreements for the service
- You can multi-select them to include in the service
Automatic addition of templates and agreements
0:33
- When you add this service to an inspection, the selected templates and agreements will be automatically included
Add service modifiers and add-ons
0:50
- You can add:
- Service modifiers (e.g., square footage, age of house)
- Service add-ons
- Taxes (if applicable)
- Ensure to save your changes before exiting
Edit existing services
1:03
- To modify an existing service, click Edit
- You can also copy an existing service to create a new one
Configure add-ons and fees
1:11
- Each service can have specific add-ons with their own fees and hours
- Options include:
- Hide from scheduler
- Specific day charges (e.g., weekends, off-hours)
Next step
Related