Building out your service menu

Add your first service gets one thing bookable. This page is what the menu grows into. It all lives on Catalogue → Services, on the Service menu tab.

Sections

• The Sections card, below the menu, turns your booking page into a choice: a customer picks "E-bikes" or "Servicing" first and only then sees those prices
• Add sections and sub-sections with Add section
• Place each service from its own form, under Where it shows: a Section and an optional Sub-section

What each service can carry

• A Default note to the customer. It prefills the job's note, shows on their booking page and prints on their receipt, so a diagnostic service explains its charging every time. Editable per job.
• Show as "from" price, for work where the listed price is the starting point.
• Required skills. Auto-assign only picks staff whose skill tags include every one of these. Empty means any active staff.
• Can be rushed. On by default. Turn it off for quick jobs where a same-day premium makes no sense. Rush means same-day work, or next-day work booked after your rush cut-off, and is only offered in an area you cover. The surcharge and cut-off are set under Integrations → Payments & POS.
• Each one after the first: the minutes for the second and later of the same service on one booking. Three flat repairs on one bike is not three times the work: the wheel is already out. Leave it empty to book the full time for each one. It does not change the price.
• Can run past its window, for long jobs. You still arrive inside the window the customer booked, but the work can finish after it. Without it, a job longer than its window can't be routed and drops off the map. Leave it off for quick jobs.

Parts included

• Under How it's booked, list the parts every one of this service uses, like the tube in a flat repair. Save a new service first, then reopen it to add them
• They are added to the quote the first time the job card is opened. After that the quote is yours to change
• Two of the service on one booking brings two of each part
• Delete a part from a job and it stays deleted. It is not added back

Questions and small print

• Each service's What you ask the customer group carries two things
• Small print shows when a customer picks the service: the thing you would tell them at the counter, like "if one tube has gone, the other is the same age"
• The questions beneath it are asked when a customer books this service and shown on the job card

Work you keep off the booking page

• Tick Hidden from customers to keep a service off your booking page without deleting it: in-house builds, safety inspections, warranty work
• Staff can still add hidden services to any job, at the counter and on the job card, under their own Not on your booking page heading

A whole job can be the shop's own. When staff book a job in, the form's first question is Who this job is for: A customer or The shop. A shop job (a build, a stock bike, retail support) sits on the board and counts toward bench time, but nobody is emailed or texted, it is not billed, it does not count toward your monthly bookings, and it carries an Internal pill on the Bookings list.