Creating and managing services

A Service in Servicio is a template. "Weekly Mowing" is a service. It has a default price, a default duration, an industry category, and optionally a checklist. A ClientService is an instance of that template attached to a specific client — "Maria's weekly mowing at $95 starting April 1."

Creating a service

1. Owner → Services → "New service."
2. Fill in: name, description, category (lawn / pool / etc.), default price (in dollars; we convert to cents), default duration (minutes), frequency (typical cadence).
3. Set requires_photos if the tech must take photos to complete a visit.
4. Set requires_signature if the tech must capture a client signature.
5. Save. The service is now available to assign to clients.

Service vs ClientService

• Service: template. Owned by the tenant. Edited on the Services page.
• ClientService: instance. Owned by a client. Has its own price (can override the default), start date, pause/resume state, frequency override.

Assigning a service to a client

On the client detail page, click "Assign service" → pick a service → confirm or override the price → pick a start date → save. The ClientService is created and the first ~4 weeks of scheduled visits are auto-generated.

Pausing or cancelling a ClientService

• Pause: stops generating new visits, keeps existing ones. Use for vacations or temporary halts.
• Resume: re-generates new visits from today forward.
• Cancel: stops generating new visits and marks the ClientService cancelled. Existing scheduled visits remain; existing completed visits and invoices stay.