Library of Services, Terms & Notifications

Learn how to create and manage your service templates, terms templates and email notification templates!

Dane Thomas avatar Tom Maxwell avatar Jeff Borlaza avatar +6
26 articles in this collection
Written by Dane Thomas, Tom Maxwell, Jeff Borlaza and 6 others
Service Templates

Creating Services in Ignition

Learn how to create services that win more business
Ella Buan avatar
Written by Ella Buan
Updated over a week ago

Billing Types: On Acceptance

Bill and collect payments for project (one-time) services upfront using the On Acceptance billing type
Ella Buan avatar
Written by Ella Buan
Updated over a week ago

Billing Types: On Completion

Bill and collect payments for project (one-time) services once the work is complete using the On Completion billing type
Ella Buan avatar
Written by Ella Buan
Updated over a week ago

Billing Type: Estimates

Provide your client an estimate and bill once the work is complete using the Estimates billing type
Ella Buan avatar
Written by Ella Buan
Updated over a week ago

Billing Type: Included Services

Provide your client with a service at no cost using the Included billing type
Ella Buan avatar
Written by Ella Buan
Updated over a week ago

Writing Service Descriptions

Our recommended framework for the perfect service description.
Ella Buan avatar
Written by Ella Buan
Updated over a week ago

Importing and Updating Services In Bulk Using a CSV File

Use the service import if you have a large number of services to manage.
Ella Buan avatar
Written by Ella Buan
Updated over a week ago

Edit, Duplicate And Delete (Archive) Services in Service Library

Learn how to quickly manage your service library using the edit, duplicate, and archive functions.
Jeff Borlaza avatar
Written by Jeff Borlaza
Updated over a week ago

Using Service Terms To Dynamically Create Relevant Contracts

If you have terms and conditions you only want to include in a contract when a specific service is included, use service terms.
Lizzie Rutledge avatar
Written by Lizzie Rutledge
Updated over a week ago