Service Types

Define services with default checklists, colours, and icons

Service types are the kinds of work you do - "Window cleaning", "Floor wax", "Lawn mow", "Garden maintenance". They're optional, but they make scheduling and reporting cleaner.

Why Use Service Types

Consistent checklists per service - link a default checklist to a service type and every job using it gets the right list automatically
Icon coding - choose an icon to help your team recognise each service
Cleaner reporting - filter and segment reports by service type to see how each line of business is performing

Creating a Service Type

•Name - what your team calls this service

•Description - optional context

•Icon - shown on the schedule and in lists

•Default Checklist - click Add Checklist Item to build the tasks for jobs of this type

•Scope - Organisation-wide, Client-specific, or Site-specific

Go to Checklists in the sidebar - service types and their default checklists live together here
Click New Checklist
Fill in:
Click Create

Scope

Organisation-wide - available on any job, anywhere
Client-specific - only available for jobs at sites belonging to one client
Site-specific - only available at one site

Use scope to keep the service type list tidy. A "Pool service" type that only applies to one client doesn't need to be available on every job everywhere.

How Service Types Interact with Site Checklists

When a job is linked to a service type, the service type's default checklist takes precedence over the site's default checklist for that visit. This is what lets a single site host multiple kinds of service with the right checklist for each.

Tips

Start with a small set - "Standard service" for most work, plus a couple of specialised types
Use scope to surface specialised services only where they're relevant
Match service type colours to your operational mental model - it pays off in the schedule view