Services

Define the work,let everything follow.

Your menu decides who can do the work, what it costs, what it uses, and what Perseus can book.

What Services handles

Set the rules once. Let the operation use them everywhere.

01

Define the work

Give every service a clear shape.

Set the name, category, price, duration, and appointment types once so the team and customers see the same offer.

02

Set who can do it

Put the right work in the right hands.

Assign the team members who are qualified for the service so scheduling and Dispatch know who can perform it.

03

Attach what it needs

Bring the tools, materials, and forms along.

Link equipment, products, and required forms to the service so the team is prepared before the appointment begins.

04

Book and deliver

Let the same definition run the job.

Perseus, booking, scheduling, Dispatch, and the appointment all work from the service rules you already set.

How Services connects

The service definition becomes the operating plan.

A service is more than a name and a price. It tells the team who can do the work, what the job needs, what the customer completes, and how the appointment should run.

Team and Dispatch

Only qualified people get the call.

The service tells scheduling and Dispatch who can perform the work, helping the office avoid assignments that do not fit.

Inventory

Materials come from real stock.

Link products and equipment to the service, then keep material use connected to the inventory records behind the job.

Appointments and forms

The required work does not get skipped.

Attach the forms and appointment types the service needs so the right questions, signatures, and booking options follow it.

The service flow

From setup to a finished appointment.

01

Define

Set the category, price, duration, booking options, and the kind of work the service represents.

02

Match

Choose the team members who can perform it and let scheduling use that information.

03

Prepare

Bring the required products, equipment, forms, and appointment details into the job.

04

Finish

Complete the work with the right records attached, ready for billing and the next step.

What Services keeps together

A better service menu makes every handoff easier.

Service names and categories
Pricing and duration
Qualified team members
Required products and equipment
Forms and signatures
Appointment types and booking

Services

Make every service easier to deliver.

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Services | Resources Library | nbound