SettingsServices
Services List
How the Services list works, what each column means, and where to create, inspect, or delete a service.
Open Settings > Services when you need to manage the service names your team uses across jobs, quotes, and website request forms. This list controls the base service records that other parts of Work Planner pick from later.
What You See First
- Search services: Searches by service name.
- Filters: Only there when you have more than one business selected. The funnel button beside the search slides the Filters panel out from the right, where Business narrows the list to one or more of them. The list changes as soon as you pick, the number on the button says how many filters are set, and Show with the number of services, such as Show 12 services, closes the panel.
- Filter chips: The businesses you filter to show as a chip beside the search, such as Business: Bright Windows. Click the chip to open the panel again, or its × to take the filter off.
- Clear all: At the foot of the Filters panel while a business is picked. It puts the list back to every business you have selected.
- New Service: Opens the create popup from the list header.
- Badge and description: The header shows how many services are in view and the current page range.
Columns in the List
- Name: The service label used across the app.
- Color: The saved colour for quick visual recognition.
- Website: Shows whether the service is visible or hidden on the website side.
- Created: The date the service record was added.
Working From a Row
- Click the row: Opens the service details popup in read-only mode.
- Delete icon: Opens a confirmation step before permanent deletion.
What Changes Elsewhere
Services created or updated here feed into job creation, quote pricing, planner work, and any public service selection on your website. The list itself does not change those flows until you create, edit, or delete a service.
Related articles
- Creating a Service: The next step when a service does not exist yet.
- Service Details: Shows the read-only view after you open one row.
- Creating a Job from the Dashboard: Useful when you want to see where services are chosen in live job work.