1. Click on the Menu icon on the top left corner
2. Click "Services & Rates"
3. To add a new Service, click on "+ Service" blue button
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4. Select an existing Trade from the dropdown list
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5. Enter a new "Service" name
Note: All the following fields with an "*" are mandatory
6. Select a Cell Color Code
7. Select a Text Color Code
8. Select a "TaxJar Tax Code (Search by code, category or description)", this is used to calculate Tax on the Trade & Service as per industry standards
9. Select an Income and Expense Account
10. Enter a Description
11. Select a Default Priority
12. Click on the field "Generate client invoice (default)" and select any one option
13. Select a Default Client and Vendor Billing Method.
Note: This billing method will be automatically assigned to the Work Order and if the Billing Method has a Rate Type, it'll be automatically applied to the Invoice
14. Click Save
15. You should see a success modal pop-up. You can close it by clicking on the "x" icon
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16. You should be able to see your newly added Service under the Trade. To view it, click on the Trade row and you should see a dropdown with all the Services under the Trade
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