The more work you put into creating a tailored service library, the more you will benefit from Practice Ignition. 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, first click on the service with in the 'Library' of 'Services' on the left-hand menu. You'll then be greeting with a series of fields to allow you to customise each service.
Service Name is the name which by 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.
Default Billing Type governs who this service will typically be billed, be in upfront (On Acceptance), on completion of the work for the service, recurring (monthly or weekly) or an estimated price (at a price range or hourly rate). This can also be customised per proposal.
Price is, funnily enough, the standard price for this service. All prices in Practice Ignition are exclusive of tax. Some PI customers will use these as fixed prices, and others will customise them per proposal.
Tax Rate controls the tax Practice Ignition will charge your clients for this service.
Account is the chart of accounts category applied to this service, to assist in revenue tracking.
You can also click on 'Service Terms', above the Service Name. This is where you can define service specific terms and conditions. These can be dynamically included in your engagement letter template when this service is selected
Once you've finished editing a service, simply click 'Save Service' at the top right and move on to the next.
After you've finished reviewing your services then it's time to get your letter of engagement template ready!