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How do I add a one-off service?

Need to add a re-service or other service out of the normal service frequency? Or maybe you just need to cancel one and start over?

Lance Wight avatar
Written by Lance Wight
Updated over 7 years ago

If for any reason you need to add a service record to the system, you can do that by using the "Quick Add Service" button. 

Whether you need to add a re-service, a one time add on service, or if you screwed up when entering a service and need to cancel it out and try again. This is the method to add that record to the system. After adding the service, it will have an associated invoice after you create the service as well. 

First click "Quick Add Service" from the customer's service information page. 

Next enter the service information, you can schedule the service from this screen as well. If you need to process the service with a date in the past, do not schedule from here. You will put the date of service in while processing the job

After entering the service information, hit "create".

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