How To: Add a Service to an Order in TapGoods PRO
Once Services have been added to TapGoods PRO on the Services page, you can add them to an Order within the Items & Staffing tab of an Order Form. To add Services to an Order, you must be editing the Order and the desired Service must already exist in the platform.
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When you add a Service to an Order, you will be able to adjust the details and pricing of the Service. For users who purchase a subscription to TapGoods PRO Select or Premier, you will be able to add Recurrences to Services in the Items & Staffing tab.
To add a Service to an Order, follow the steps listed below.
- Navigate to the Items & Staffing tab of an Order.
- Click Add Service.
- Add the quantity of the Service needed next to any Services needed for the Order.
- Click Add Service to Order.
Once you have added Services to an Order, they will populate with Items that have been added to the Order, under Services. In this area, you will be able to review the Service Name, Quantity, Cost, and Price.
The Cost of a Service is the rate that the Service is priced to calculate the final price. The Price of a Service is what your Customer will pay. It is important to note that the Cost of a Service is a note for internal employees and will not be shown on the Invoice or Quote for the Customer to review; Customers will review the Price of the Service.