Service Management

Learn how to create and manage the services you offer to clients, including different service types, pricing models, and configuration options.

Overview

Services are the core offerings you provide to clients. The platform supports multiple service types and pricing models to accommodate various business needs:

One-time Services: Single purchase services
Recurring Services: Subscription-based services with ongoing billing
Credit-based Services: Services paid for with credits
Time-based Services: Services charged by hours
Standard Pricing: Fixed price services

Service Types

One-time Services

Single purchase services that clients buy once:

Use Cases: Project work, consultations, one-off deliverables
Billing: Single payment upon purchase
Features: Fixed pricing, customizable form fields

Recurring Services

Subscription-based services with ongoing billing:

Use Cases: Monthly retainers, ongoing support, subscription services
Billing: Automatic recurring charges (weekly, monthly, quarterly, annually)
Features: Multiple pricing tiers, trial periods, usage limits

Pricing Models

Standard Pricing

Fixed price per service
Simple, straightforward pricing
Best for: One-time projects, fixed-scope work

Credit-based Pricing

Clients purchase credits to use services
Each service consumes a specified number of credits
Best for: Flexible service consumption, pay-as-you-go models
Requires: Credit billing module enabled

Time-based Pricing

Services charged by hours included
Can include hour rollover for unused time
Best for: Consulting, support services with time allocation
Requires: Time tracking module enabled

Creating a New Service

Prerequisites

Permission: create_services
Modules: Ensure required modules are enabled for chosen pricing type

Step 1: Service Type Selection

Navigate to Services
- Go to Services in the main navigation
- Click Create Service button
Choose Service Type
- One-time: For single purchase services
- Recurring: For subscription-based services

Step 2: Basic Details

Configure the fundamental service information:

Required Fields:
- Name: Service title (e.g., "Website Design", "Monthly SEO")
- Description: Detailed service description

Optional Fields:
- Image: Service thumbnail (JPG, PNG, max 2MB)
- Show in Catalog: Make service visible to clients

Step 3: Pricing Configuration

For One-time Services

Standard Pricing:

- Price: Fixed service price
- Purchase Limit: Maximum purchases per client (optional)

Credit-based Pricing:

- Credits Required: Number of credits consumed
- Purchase Limit: Maximum purchases per client (optional)

Time-based Pricing:

- Price: Total price for the service
- Hours Included: Number of hours included
- Purchase Limit: Maximum purchases per client (optional)

For Recurring Services

Pricing Tiers: Create multiple subscription options:

For each tier:
- Period: weekly, monthly, quarterly, biannually, annually
- Price: Amount charged per period
- Hours: Hours included (for time-based)
- Credits: Credits included (for credit-based)

Additional Options:

Trial Period: Free trial days before billing starts
Usage Limits: Maximum requests per billing period
Rollover Settings: Allow unused hours/credits to rollover

Step 4: Request Configuration

Configure how clients submit requests:

Request Allocation:

Fixed Amount: Set number of requests allowed (default: 1)
Unlimited: No limit on requests (use with caution)

Concurrent Requests:

Maximum requests client can have in progress simultaneously
Leave empty for no limit

Step 5: Form Configuration

Create custom form fields for client requests:

Default Fields

1. Title (Text input, required)
2. Description (Textarea, required)  
3. Attachment (File upload, optional)

Custom Fields

Add additional fields as needed:

Field Types:

Text: Single line text input
Textarea: Multi-line text input
File: File upload field
Select: Dropdown selection
Checkbox: Yes/no option
Radio: Single choice from multiple options

Field Properties:

Label: Field display name
Placeholder: Helper text
Required: Whether field is mandatory
Options: For select/radio fields

Form Conditions

Create dynamic forms that show/hide fields based on user input:

Condition Setup:
- Field: Source field to watch
- Operator: contains, equals, not_equals
- Value: Trigger value
- Action: show or hide
- Target Field: Field to show/hide