Templates 2: Reviewing The Services (2 mins per service)

Ensuring the contents of your services are ready to be used on client proposals

Tom Maxwell avatar
Written by Tom Maxwell
Updated over a week ago

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 require minimal modifications at the proposal level allow you and your team to build proposals faster, keep your prices consistent and provide the granularity you need for segmentation and reporting.

To tailor your services, navigate to the LibraryServices on the left-hand menu. From here, select the service you want to edit by clicking on the service.

Details

Service Name is the name which the service will show up on both proposals & invoices.

Service Description is where you will outline the deliverables of the service for the client. You can also adjust this when creating a proposal for a client and the changes will only appear for that proposal.

Price Type defines how a service is priced - either as a fixed fee or a variable price.

Here are the different price types:

  • Fixed: A fixed fee or an exact amount

  • Unit price: A variable amount based off of a unit (i.e. per Hour, Employee, Day, Transaction...etc). You can also create your own Unit label as well.

  • Minimum price: A variable amount based off of a minimum value, but can be more once the final bill comes.

  • Price Range: A variable amount based off of a minimum and maximum range.

  • Included: Included on the proposal at no price (will not display a price)

This can also be customised per proposal.

Price is, funnily enough, the standard price for this service. All prices in Ignition you enter here will be exclusive of tax.

Some Ignition customers will use these as fixed prices, and others will opt for an average price and then customise them per proposal.

Tax Rate controls the tax Ignition will charge your clients for this service.

Service Terms

You can also scroll down to Service terms, below the Service description. This is where you can define service-specific terms and conditions. These can be dynamically included in your engagement letter template that appears in your terms and conditions only when this service is selected.

Apps

Click into the Apps tab to view and edit the Account is the chart of accounts category applied to this service, to assist in revenue tracking within your connected ledger.

Once you've finished editing a service, remember to click Save at the top right and move on to the next.


After you've finished reviewing your services, it's time to get your letter of engagement template ready!

Did this answer your question?