The Service Catalog defines all the service types your organization offers. Each service type includes pricing, duration estimates, and evidence requirements that field staff must collect.
Accessing the Catalog
Creating a Service Type
Basic Information
| Field | Description | Required |
|-------|-------------|----------|
| Service Name | Display name (e.g., "Standard Cleaning") | Yes |
| Description | What the service includes | Yes |
| Category | Group services by type | Yes |
Service Categories
| Category | Examples |
|----------|----------|
| Cleaning | Standard cleaning, deep clean, sanitization |
| Delivery | Unit delivery, placement, setup |
| Pickup | Unit retrieval, breakdown, removal |
| Maintenance | Repairs, part replacement, inspection |
| Emergency | Rush response, after-hours service |
| Inspection | Compliance checks, damage assessment |
Pricing Configuration
| Option | Description |
|--------|-------------|
| Per Visit | Flat rate per service occurrence |
| Per Hour | Hourly billing rate |
| Per Unit | Rate multiplied by unit count |
Example Pricing:
| Service | Rate Type | Amount |
|---------|-----------|--------|
| Standard Cleaning | Per Visit | $75.00 |
| Emergency Response | Per Hour | $125.00 |
| Unit Delivery | Per Unit | $50.00 |
Duration Estimates
Set expected completion times:
| Field | Purpose |
|-------|---------|
| Estimated Duration | Expected time to complete |
| Time Unit | Minutes or Hours |
This helps with scheduling and route optimization.
Evidence Requirements
Define what field staff must capture:
| Requirement | Description |
|-------------|-------------|
| Before Photos | Document condition before service |
| After Photos | Document condition after service |
| Customer Signature | Obtain customer sign-off |
| GPS Verification | Confirm service location |
Managing Service Types
| Action | Steps |
|--------|-------|
| Edit | Click service → Edit → Save changes |
| Deactivate | Click service → Toggle inactive |
| Delete | Click service → Delete (with confirmation) |
Service Targets
Define which units/equipment can receive this service:
| Target Type | Description |
|-------------|-------------|
| All Units | Service applies to any equipment |
| Unit Types | Specific to certain unit categories |
| Custom Selection | Hand-pick eligible units |