Once your account settings are ready, the next step before you start using Ignition is getting your templates in. Start with services, the unique offerings you sell to your clients.
To manage them, select Services in the left-hand menu. If you don't see it, ask an admin in your practice for access.
You have four ways to add services, depending on which best describes your situation.
1. You are an accountant or bookkeeper and don't currently have a defined list of services
Use Ignition's industry-standard services as a starting framework. When you set up your account and tell us your industry, Ignition adds a set of example services to your service library for you. You'll find them on the Services page, ready to edit, and you can add them to proposals straight away.
On some accounts, an Example services button also appears at the top of the Services page. Select it, choose Accounting & Bookkeeping (over 40 of the most popular services in your region, with benchmarked prices and common deliverables) or Other Industries, then select Import Services.
After importing, you can rename them, change their descriptions and default prices, and delete any you don't need.
2. You have services to import from your connected ledger
Go to Services, select Import, then choose Import from followed by your connected app's name (for example, Import from Xero). This option appears only when you have a connected app that supports importing services.
The import screen lists the services in your connected ledger. Select the ones you want to bring into your Ignition service library, then select Import. Read the full guide to importing services from your connected ledger.
3. You have, or will create, a spreadsheet of your services
Go to Services, select Import, then select Upload CSV. In the Import services window, download and fill in the service import template, then drag and drop your CSV file and select Import.
Format your services to match the template before importing them. Read the full guide to importing services in bulk using a CSV file.
4. You want to create your services within Ignition
Select New service to build one from scratch. You can also start from an example service: open it and edit it, or open the actions menu on any service in the list and select Duplicate, then adjust the copy and save it.
In the service editor, fill in the Service details card, set your Pricing, and turn on Service terms if you want to add terms and conditions for this service to the proposal.
In Service details, enter the Name, choose a Category (or type a new one to create it), and add a Description. If you're an admin, you can select Generate description with AI to draft the description for you.
In Pricing, set the Price type, Price, Tax rate, and Billing mode.
When you're done, select Save.
Create services with AI
On Pro plans and above, and during your free trial, admins can also create services with AI:
Select New service, then Create with AI to describe your services in your own words.
Select Import, then Upload document to have Ignition pull services out of an existing document, such as an engagement letter or price list.
Ignition suggests the services, and you review them before they're added to your library. When this option is available, New service opens a menu: choose Create from scratch to use the standard service editor.
Once your service library is in Ignition, review each service and you're good to go.