Services

Find and organise services

Search, filter and sort your service list, and save the views you use often.

Services › All Services lists every service with its type, pricing, category, price, tags, status and when it was last updated. Narrow it down when the list grows.

Services list with the All Services, Categories, Tags and Audits tabs

Narrow the list

  1. Open Services › All Services.
  2. Select Filter to show, for example, active services only, one category or one tag.
  3. Select a column header to sort, such as by price or by last updated.
  4. Use Columns to show or hide columns.
  5. Save the result as a view from Views to come back to it.

You're done when the list shows only the services you want, and your saved view appears under Views.

Good to know

  • Select a service's name to open it.
  • Select several rows to archive or delete them together. Archive services that appear on past invoices rather than deleting them.
  • Categories and tags are managed on their own tabs. See categories and tags.

On this page