Add Services and Surcharges

Services that you setup in ServiceCore will become the line items on your invoices. Services can be billed at a flat rate. Or, if you prorate services, you can also choose daily, weekly, monthly or yearly billing periods for your services.

In this article you will learn how to add services and surcharges to your account.

Before You Start

Before adding services, please keep these things in mind:

For Users that Sync with QuickBooks

Services can be deactivated in ServiceCore. If you deactivate a service, this will cause any invoices using that deactivated service to fail to sync to QuickBooks.

How to Add Services

Show Me How

For step-by-step, in-app help adding a customer, follow these steps:

  1. Login to your ServiceCore account
  2. Then, click on this link: Add Services

Tell Me How

Follow these steps to add services:

  1. Navigate to the Settings pagemceclip0.png
  2. Click the Accounting Tabmceclip0.png
  3. Look at the Services tabmceclip1.png
  4. Click Add Service
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  5. A lightbox will appear
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  6. Enter in a Name for the services (this will appear on invoices)
  7. Enter in a Description (this will appear on invoices)
  8. Enter in a Short Code. Short codes are used to abbreviate your Service Name so you can easily search them during job or invoice creation. For example: Service Name is "Pump up to 2,500 gallons" the Short Code could be "P2500")
  9. Choose an Account to be associated with this service
  10. If the service is taxable by default, check the box next to Taxable by default
  11. If this is a non-surcharge service, follow the steps in For Regular Services
  12. If this is a surcharge, follow the steps in For Surcharges

For Regular Services

  1. Choose a Billing Period of Flat Rate or choose what interval of time you prefer to bill this particular service (days, weeks, months or years)
  2. Enter the Rate for the service
  3. Add a Description if you prefer (these are external notes which will be displayed on customer's invoices).
  4. Add Notes if you prefer (these are internal notes only and will not display for your customers)
  5. Once you're finished, click Add New Service

For Surcharges

  1. If the service will be a surcharge, check the box next to Surcharge
  2. Once you click the checkbox for Surcharge, the Billing Period field will be disabled and the rate field defaults to a percentage (%)
  3. mceclip4.png
  4. Enter the Rate for the service
    1. If this will be a percentage surcharge (percentage calculated from the invoice subtotal), choose % from the Rate dropdown
    2. If this will be a flat rate (a flat dollar amount per invoice), choose $ from the Rate dropdown
  5. Add notes if you prefer (these are internal notes only and will not display for your customers)
  6. Once you're finished, click Add New Service

Next Steps

After adding services, you may want to:

 

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