Creating a new service
First, navigate to Settings -- Office Settings -- Inspection and Fee Settings -- Services & Packages
In the upper left corner of the Services section, click Add Service
By default, the interface will assume you want to create Services you will be offering to your clients.
For best results, be sure to fill in all three fields: Name, Public Name, and Description.
Assign a private name (for internal purposes), a public name (this is the service name shown on the scheduler), and a description (an expanded description of the service displayed below the name).
Next you'll need to decide if you want an inspection type to be associated with a service (Optional, typically only done for Standalone services and Standard Residential Inspection services).
Once you've got your Services created, you can adjust their arrangement by clicking and dragging their hamburger icons on the left side of page.
The Visibility check boxes allow you to determine if, and where, you want your newly created service to display.
Assigning Inspectors to Services
You'll need to assign at least one inspector to each service you create. Select the blue 'Assign' button in the 'Inspectors' column and select the inspector(s) you want assigned to the service, or use the Search box to narrow the displayed options.
Note: Inspectors assigned to Online Scheduler services will need to have their online schedule availability configured. Click here for additional online schedule information.
Select the Save button to complete your inspector assignments.
Assigning Fees to Services
Be sure to assign the correct fee to a service. It is not common to use the same fee across multiple add-on services.
Select the 'Assign' button in the 'Fees' column and select the fee(s) you want assigned to the service, or use the Search box to narrow the displayed options.
Select the Save button to complete your fee assignments.
Assigning Agreements to Services
You also have the option to assign agreements to services (that don't already require them based on Inspection Type Association) using the same procedure as with inspectors and fees.
If you have any questions about this process please let us know! You can reach us by chat, email at email@example.com, or phone at (800) 700-8112.