Ignition

Learn how to create services that win more business! Once you create the service, customize it on a per client basis in your proposals.

Creating services in Ignition

Use AI Service Creator to turn engagement letters, scopes of work, spreadsheets and meeting transcripts into draft services in your library or on a proposal.

Create services with AI from a document

Provide your client with a service at no cost using the Included billing type

Billing Type: Included Services

Our recommended framework for the perfect service description.

Writing Service Descriptions

Use the service import if you have a large number of services to manage.

Importing and Updating Services In Bulk Using a CSV File

Learn how to quickly manage your service library using the edit, duplicate, and delete functions.

Edit, Duplicate And Delete Services in Service Library

If you have terms and conditions you only want to include in a contract when a specific service is included, use service terms.

Service terms and how to use them

Instantly import your services from Xero or QuickBooks to kick-start creating proposals and collecting payments in Ignition!

Import services from your connected ledger

Group, filter and report on your services with custom categories. These are kept internal, so your proposals and invoices stay clean.

Service categories

Beth Doble

Nicole Baptiste

Jeff Borlaza

Service Templates

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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