Services & Fees

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 — 0:09

• Navigate to the business tools section
• Click on the second option: Service and Fees

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)