The services list and service page
Where your service catalog lives: the Services list, its tabs, columns and filters, and the service page with its cards and history.
People with the «Services» permission. View mode opens the list and every service, costs included; edit mode also creates, changes and deletes them.
When you're putting together the Landmark Venues order and need to know what the tent crew costs, or which jobs it was sold on last season, the answer is in two places: the services list, with your whole catalog, and each service's page.
Where to find services
- «Services», in the «Others» group of the sidebar, opens the whole catalog.
- «Crew» → «Services» and «Transport» → «Services» open the same list on the «Crew» or «Transport» tab. You still need the «Services» permission to open them.
The services list
The list has three tabs: «All», «Crew» and «Transport». There's no tab for ; they're under «All». «Create service» is at the top.
| Column | What it shows |
|---|---|
| Name | The service's name, with its collection. |
| Service type | Crew, Fleet or General, as a colored tag. |
| Default qty | The quantity a new line takes when you add the service to an order. |
| Base price | The main rate: per hour for Crew («Hourly»), per kilometer for Fleet («Per km»), or the fixed price for General («Fixed»). |
| Tags | The service's tags. |
| Include in price and Collection | Hidden by default. Turn them on in the column settings. |
- Type in «Search services...» to search the whole catalog. While a search is active, the filters don't apply to the results.
- Filter by «Tags», «Collections» or «Include in price». «Save filters» keeps the combination of filters, search and columns as a view.
- With no services yet, the list says «No services. Create your first service to get started.»
Note: You can pick the «Custom fields» and «Price Mode» filters, but they don't narrow the list yet. Use the tabs or the search instead.
The service page
Click a row to open the service. Its header shows the type as a colored tag, and its tabs are:
| Tab | What you'll find |
|---|---|
| Summary | The service's details, in five cards. The right-hand column holds images, notes, tags, files and tasks. |
| Order history | Every order line that uses this service. |
| Project history | The projects it has been sold on. |
| Activity history | Who changed what. Needs the activity log add-on. |
Each card of «Summary» opens with «Show» and is changed with «Edit». Every card saves on its own.
| Card | What's in it |
|---|---|
| General Information | External name (the one clients see), internal name, collection, «Show in planner», service type, «Default qty», «Break (min)», description and «Information visible on the order», which becomes the line's «Service notes». |
| Accounting | The price and cost for the service's type, «Default taxes» and «Include in price». |
| Expenses | Cost and price for «Catering», «Travel», «Accommodation» and «Other». |
| Period and travel | Usage and planning periods, travel times and distance policy. |
| Custom fields | Your own fields for services. Needs the Custom fields add-on. |
The page's «⋯» menu has «Delete» and «Run workflow».
Warning: In «General Information», emptying the internal name, description, «Information visible on the order», break or collection and saving doesn't clear them: the old value comes back. Replace the text instead of deleting it.
Good to know
- «Show in planner», «Break (min)», «Include in price» and the «Period and travel» card are saved but don't change anything else in Filmo yet. Who appears in the Planner depends on each person's or vehicle's own «Show in planner».
- The service page shows the cost to anyone with the «Services» permission, even in view mode.
Up next
Add your first service: Create a service.