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Admin module

Services management

The Services module is used to define and manage all billable offerings displayed on the site. It supports structured pricing, categories, quantities and service specific behavior used in Client Requests and client facing flows such as Client Portals.

What the Services module is for

Services represent everything you offer to clients, from one time tasks to recurring subscriptions. Each service is defined with pricing, unit, quantity rules and visibility settings.

Services are reused consistently across the system. They can be attached to client requests, displayed in client portals and processed with predictable pricing logic.

  • Create fixed or recurring services.
  • Group services into structured categories.
  • Control pricing, units and quantities.
  • Enable or disable services without deleting data.

Service list and filtering

The main Services screen displays all services in a structured table. You can filter by type, category and status.

Bulk actions allow managing multiple services at once while keeping historical data intact.

Service categories

Services can be grouped into categories. Categories have their own order and help structure large service catalogs.

Categories are managed independently, similar to content structure in the Categories module.

Pricing and units

Each service defines its own price and unit, such as per hour, per visit or per month. Prices are stored explicitly without hidden modifiers.

This keeps billing logic simple, transparent and easy to audit.

Quantity rules

Services support minimum, default and maximum quantities, as well as step values. This allows controlled selection on the client side.

Quantity limits are enforced consistently across requests and portals.

Service types

Each service has a type, such as one time or recurring. This determines how the service behaves in requests or orders.

Types keep pricing logic predictable and avoid special case handling.

Status and ordering

  • Enable or disable services instantly.
  • Control display order with sort values.
  • Hide outdated services without deletion.
  • Keep historical data intact for reports.

Clear services. Clear pricing.

The Services module keeps your offerings structured, priced and easy to manage. No hidden logic, no duplicated entries, just a clean and predictable service catalog.