ServiceEz

Services

Service management features

Service Features

ServiceEZ offers a comprehensive set of features for managing and creating services. This guide will walk you through the key functionalities and how to use them effectively.

Creating a New Service

Creating a new service is a straightforward process:

  1. Choose Your Service Type

    • Decide between a single service or multiple services
    Services Type
    • Select from predefined categories or start from scratch
    Services Type Categories
  2. Build Your Service Use the service builder to configure various aspects:

    Services Builder

    a) Service Types (for multiple services)

    • Add different types of services you offer
    • Customize each with a name, description, and image

    b) Packages

    • Create different package tiers for each service type
    • Set details like name, description, price, and features
    • Choose between one-time or recurring pricing
    • Enable quantity selection if needed

    c) Add-ons

    • Create optional extras for your services
    • Set name, description, price, and add an image

    d) Branding

    • Add your logo and company name to personalize the service

    e) Steps

    • Customize the labels for each step in your service process

    f) Settings

    • Set your service title
    • Control header visibility
    • Enable coupon codes if desired
    • Set up annual savings
    • Offer a pay later option g) Style
    • Customize the style of your service order form.
  3. Preview Your Service

    • See a real-time preview of your service as you build it
    • Toggle the preview on or off as needed

Managing Your Services

Service List

Services List

The service list provides an overview of all your services. Here's what you can do:

  • View all your services in an easy-to-read table format
  • Search for specific services by name or type
  • Filter services by type (All, Single Service, Multiple Services)
  • Navigate through your services using pagination
  • Perform actions on each service:
    • Edit service details
    • Share the service with others
    • Delete a service
    Services List Actions
  • Delete multiple services at once with bulk delete
Services List Delete

Editing an Existing Service

To modify an existing service:

  1. Select the service from your list
  2. Use the same intuitive interface as service creation to make changes
  3. Preview your changes in real-time
  4. Save your updates

Sharing Your Service

Sharing your service is easy:

  1. Go to the service you want to share
  2. Use the share feature to generate a unique URL
  3. Send this URL to clients or colleagues
  4. They'll see a standalone version of your service, ready to use

Using Service Templates

Save time by starting with a pre-configured template:

  1. When creating a new service, choose from various categories like Freelance, Consulting, Creative, and more
  2. Select a template that fits your needs
  3. Customize the pre-configured packages and add-ons to match your specific offerings
Service Template

By mastering these features, you can efficiently create, manage, and share a wide variety of services tailored to your business needs.

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