Services, prices and stages

Goal. Maintain the service catalog with its price, the stage workflow each case moves through and the forms each service requires; load an industry pack and transfer the catalog by CSV.

Prerequisites. The Administrator role. It opens from "Settings" › "Services". Each service is what you pick when creating a case and what "From catalog…" offers when quoting.

Creating a service

1. Under "New service", type the "Name (ES)" and the "Name (EN)".
2. Set the "Price (USD)" and the "Unit", for example "case" or "page". Without a price, the service shows "No price" and does not appear under "From catalog…" when quoting.
3. Click "Create service". The CRM creates it with a four-stage workflow, New, In progress, Work and Delivered, and confirms with "Service created with its stage workflow.".

The list and each service's page

"Services (N)" lists each service with "Active" or "Inactive", its number of stages, its forms and its cases; "Search service…" filters the list. When opening a service:

• "Details and price": names, price and unit; "Save" confirms with "Service updated.". The "Active" / "Inactive" switch removes the service from new cases without deleting it.
• "Stage workflow": the stages in order. Each has "Stage name (ES)", "Stage name (EN)", "Stage emoji" and "Stage type", which sets its role in the flow: "Intake", "Pre-work", "Work", "Closing" or "Closed". The contract and deposit lock acts when moving to "Work", "Closing" or "Closed", and "Closed" marks the case as finished. "Move up" and "Move down" reorder; "Add stage" creates a new one; "Delete stage" asks for confirmation and only proceeds if the stage has no cases.
• "Forms it requires": the forms offered when creating a case of this service. "New form" creates one with "Code" and "Name" and assigns it to the service; "Manage the forms catalog", at the top of the screen, opens "Forms".
• "Delete service" asks to confirm 'Delete the service "…" and its stage workflow? Only possible if it has no cases.'.

Industry packs

While the catalog is empty, the screen offers "Load pack", the same step the welcome wizard described under "Getting started" proposes. It opens "Industry packs": the typical services of each sector, each with its stage workflow. Uncheck what you do not need, use the stage count to see the workflow and "See what it adds" to review; "Add N services" creates them. What already exists is left untouched: "You already have every service in this pack. Nothing to add.".

Exporting and importing by CSV

"Export CSV" downloads the catalog; the file doubles as the template: edit it and load it back with "Import CSV" to update prices and forms in one go. The CRM reports "N created · N updated" and, if rows have errors, "Rows with errors (not imported): …".

Troubleshooting

• "A service with that name already exists." Change the name or edit the existing one.
• "This service already has cases: deactivate it instead of deleting." A service with cases is not deleted; set it to "Inactive".
• "There are cases in this stage: move them before deleting it." Move those cases to another stage from the board.
• "A service needs at least one stage." The last stage cannot be deleted.
• "Header mismatch. Export the CSV first and use it as the template." The imported file lacks the expected columns; start from the exported CSV. The limit is 512 KB or 2000 rows.