Step 4: Define Services and Categories
Services define what you do and what you charge for.
They are used in proposals, projects, and billing.
Service Categories
Categories help organize services, such as:
- Engineering
- Surveying
- Consulting
- Construction support
Categories make services easier to manage and report on.
Creating Services
For each service, you may define:
- Service name
- Category
- Pricing method (flat, hourly, calculated)
- Optional defaults
These services become reusable building blocks.
Why This Step Comes Early
Services are required for:
- Proposals
- Project scope
- Invoicing
Defining them upfront saves time later.
Summary
- Categories organize services
- Services define billable work
- Services are reused across projects