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Creating a Service

Services are reusable templates for work you commonly perform. Select a service when creating a task and the billing type and rate auto-fill.

  1. Navigate to Services from the sidebar.
  2. Click Add Service.
  3. Enter: Service Name (e.g., ‘Logo Design’), Description, Default Cost, Category.
  4. Click Save.

Tip: Define all your standard service offerings upfront. This ensures consistent pricing and speeds up task creation dramatically.