Services

HOW to view, assign, and manage your client's services

Add Scale or Quick Service - Service Tab
1. Open client profile 2. Select the Services Navigation tab 3. Click Add Service to expand 4. Select service… from Search services drop-down menu 5. ...
Tue, Oct 15, 2019 at 9:25 AM
Remove Service From Client
1. Open client profile 2. Select the Services tab 3. Click Search Services 4. In the Search services text field, begin typing the name of the service...
Sat, Mar 2, 2019 at 7:52 AM
Search Quick Services Already Assigned to a Client
1. Open client profile 2. Select the Services tab 3. Click Search Services to expand 4. Quick Services will be displayed below 5. In the Search serv...
Sat, Mar 2, 2019 at 7:56 AM
Add Quick Service Note
1. Open client profile 2. Select the Services tab 3. Locate the quick service from the list below and click on it to expand Quick Services are indicate...
Tue, Aug 6, 2019 at 6:40 AM
Add Scale Service - Assessment History
1. Open client profile 2. Click the Assessments from the left sidebar 3. Click Assessment History 4. Click the Services toggle in the main screen 5. L...
Tue, Oct 15, 2019 at 9:25 AM
View Service Breakdown
1. Open client profile 2. Select the Services tab 3. Select either the Quick Services or Scale Services toggle 4. List of Services will be displayed be...
Thu, Apr 25, 2019 at 2:52 PM
Add Cost to Quick Service
  1. Open client profile 2. Select the Services tab 3. Locate the quick service from the list below and click on it to expand Quick Services are indicat...
Tue, Aug 6, 2019 at 6:48 AM
Add Cost to Scale Service
1. Open client profile 2. Click the Assessments from the left sidebar 3. Click Assessment History 4. Click the Services toggle in the main screen   5. ...
Tue, Aug 6, 2019 at 7:02 AM
Add Scale Service Note
1. Open client profile 2. Click Assessments from the sidebar 3. Select Assessment History from the drop-down list 4. Click the Notes toggle button 5. ...
Tue, Aug 6, 2019 at 12:57 PM