Retire a catalog item without breaking past jobs
When to switch a service, product, gear, vehicle or package off and when to delete it, what each does to past jobs and reports, and how to bring one back.
When to switch a service, product, gear, vehicle or package off and when to delete it, what each does to past jobs and reports, and how to bring one back.
Bundle services and products into one package with its own price and discount, or sell it as a subscription plan, and see what editing a package in use does.
List the vans and trucks your business runs, with fuel type and efficiency, so routes record which vehicle drove them and the mileage report can price the fuel.
Track the polishers, extractors and pressure washers your technicians take to jobs — what each cost, when you bought it, and which services need it.
Keep your inventory of consumables — what each one costs you, what you charge for it, and how many you have — and see where a product can be sold or used.
What marking a service as an add-on does — where the Add-on label shows for your team and your customers, and what it does not change.
Add a service to your catalog, set its base price, and give each vehicle type its own price and duration so bookings, quotes and jobs charge the right amount.
Create the categories and tags that group your services, inventory and gear, decide what each category applies to, and retire one without losing anything.