The more work you initially put into creating a tailored service library, the more you will benefit from Ignition in the long term.
Services that need only minor tweaks at the proposal level let you and your team build proposals faster, keep pricing consistent, and give you the detail you need for segmentation and reporting.
To review a service, select Services in the left-hand menu, then select the service you want to edit.
Details
The Details tab is where you set the defaults for a service. You can still adjust them in individual proposals later, and those changes apply only to that proposal.
In the Service details card:
Name is what the service is called on proposals and invoices.
Category groups the service for reporting and filtering. Pick an existing category, or type a new name to create one.
Description is where you outline the scope for your client: what you'll do, any exclusions, and the software you use.
If you're an admin, Ignition can draft a description for you. Enter a Name, then select Generate description with AI above the description. Ignition suggests a description based on the service name. You can then select Regenerate for a new suggestion, use Refine to Elaborate, Shorten, or Simplify it, and select Use to add it to the service. Learn more in this article.
In the Pricing card, set what you charge and how you bill:
Price type defines how the service is priced. The options are Fixed, Unit price, Minimum price, Price range, and Included (no charge). For a full breakdown, see Price types.
Price is the standard price for the service. All prices in Ignition are exclusive of tax. Some customers set a fixed price here, others set an average and adjust it per proposal.
Tax rate controls the tax Ignition applies to this service.
Billing mode sets how the service is billed. For a Fixed price, choose Automatic to have Ignition create and send invoices automatically, or Manual if you don't yet know how much you'll bill or when. Services with any other price type are billed manually, and Included services aren't billed.
You can also customize the price type and price on individual proposals.
Service Terms
Turn on the Service terms toggle to add terms and conditions that apply only to this service, then enter them in the editor.
Ignition adds these terms to a proposal only when this service is on it.
If you turn the toggle off after adding terms, Ignition asks you to confirm, then deletes those terms when you save the service.
Apps
When you have a connected ledger or workflow app, an Apps tab appears on the service.
Each connected ledger has its own card. Use it to link the service to the matching account or item in that app. For example, choose a Xero sales account to allocate revenue from this service to that account, or a QuickBooks service to link it to a service in QuickBooks.
Ignition uses this link when it creates invoices in your connected ledger. Depending on your plan and ledger, you may also be able to set Xero tracking categories or a QuickBooks class here.
If your practice still uses classic proposals with the web connector, you'll also see a Connect tab.
Once you have finished editing a service, select Save, then move on to the next one.
After you have reviewed your services, it is time to get your letter of engagement template ready.