Once your account settings are ready, all you need to do before you can start using Ignition is get your templates into the software. We'll start with Services, which are the unique services that you offer to your clients.
You can access this by going to Library on the left-hand menu.
You now have 3 options for adding services in here, depending on which of these best describes your situation:
1) You are an accountant or bookkeeper and don't currently have a defined list of services
If this is the case then you can use Ignition's industry-standard list of over 40 services as a framework to create your own. These Example Services are pre-loaded into your Ignition account and can be viewed in the Library > Services or in the New Proposal Editor screen in Step 2!
2) You have, or will create, a spreadsheet of your services
Click the Import button.
In the slider that appears, you will be able to import your spreadsheet of services via our CSV template.
Please ensure that you format your services prior to importing them.
3) You wish to create your services within Ignition
In this case, you can click into the (Sample) services already populated in your account and edit these. Or, you can use them as a framework.
You can also click on the New Service button at the top right to create new ones.
Once you've got your service library framework into Ignition you'll then just need to review them and they're good to go!