Navigating to Services and Prices
Select "Settings" from the sidebar.
Click on "Service and Prices."
Overview
Upon entry, you'll observe three tabs:
Service Items
Warranty Plans
Service Plans
Service Items Tab
Initial View
Status Filter: A dropdown allows filtering of industries by "Active" or "Inactive" status.
Industries Display: Industries are displayed in rectangular boxes, showing the industry name and the number of categories within them.
Buttons: "Add New" (with a dropdown option for "Industry") and "Connect to QuickBooks."
Inside an Industry
Categories View: Similar to the initial view but displays categories within the selected industry.
Breadcrumb Navigation: Allows easy navigation back and forth between levels (Industry > Category > Service).
Inside a Category
Services View: Displays services within the selected category, showing the service name and the number of active services.
Service Details: Upon selecting a service, details such as price, cost, unit, and duration are displayed.
Adding/Editing a Service Item
Add Service Item: Clicking "+ Service Item" opens a detailed form.
Industry: Select or add a new industry.
Image: Option to add an image.
Category: Define a category or add a new one.
Service Name: Specify the name of the service.
Duration: Define how long the service will take (crucial for scheduling).
Price, Cost, Unit: Specify the price, cost per unit, and unit type.
Description & Scope of Work: Add relevant details about the service.
Service Tags: Optionally, add tags related to the service.
Toggles: "Service available for scheduling in settings" and "Taxable" options.
Save/Cancel: Save the new service or cancel the action.
Table View of Services
Columns: Display can be customized (e.g., name, price, etc.)
Actions: Edit or delete (disable) a service.
Pagination: Navigate through pages of services.
Adding an Industry or Category
Add New: Simple form to add a photo and name for the new industry/category.
QuickBooks Integration
Connect to QuickBooks: Integrating QuickBooks with WIZniche would enhance features like invoicing and payments by enabling customization and easy billing.
Tips:
Duration Importance: The specified duration assists in automatic scheduling within the app.
Disabling Services: Deleting a service effectively disables it.
Editing: Utilize the edit option to modify service details as needed.
Inactivate an Industry: Click here to learn about deactivating an entire industry from your WIZniche account.
Warranty Plans & Service Plans Tabs
Workflow
The workflow for "Warranty Plans" and "Service Plans" tabs is analogous to the "Service Items" tab, comprising similar steps and structures:
Industry > Category > Plan: Navigate through these levels to view and manage warranty or service plans.
Adding/Editing a Plan: Similar to adding a service item, with relevant fields for each plan type.
Table View: Displaying details like name, price, and actions (edit, delete) for each plan.
Unconstrained Usage of Plans
In WIZniche, the application of Warranty and Service Plans is designed to be flexible and not rigidly tied to specific service items. This approach is intentional to foster creativity and customization, allowing users to:
Add Plans Independently: When adding a service item to an invoice or an appointment, you can independently add warranty plans or service plans as required.
No Dependency: Plans are not constrained or dependent on particular service items, providing more access and flexibility to users.
Note on Flexibility and Customization
WIZniche empowers users by not enforcing dependencies between service items, warranty plans, and service plans. This flexibility ensures that users can creatively and effectively utilize the platform, tailoring plans to specific needs and scenarios without being bound to specific service items. This approach enhances the adaptability and applicability of plans across various service contexts, ensuring that users can maximize the platform's potential in diverse service scenarios.
Conclusion
This guide provides a structured walkthrough of managing services, warranty plans, and service plans within WIZniche, ensuring users can navigate and utilize the platform effectively. For further assistance or more detailed guidance, please refer to our support resources or contact our support team.