Set up service templates

Service templates let you specify default information, such as rates, surcharges, and assigned staff, that makes it easy to quickly add services for clients without duplicating data entry.

If you plan to use service categories to group similar types of work, you must set those up before completing the steps below.

  1. Choose Setup > Service Templates.
  2. Click the Add button.
  3. Enter an ID and name for the template.
  4. Fill out the rest of the fields on the page as applicable, and then click Save.

Mark the Is default for new clients box to make this the default service for any new clients you add.

The availability of some or all of these features depends on the applications your firm has licensed and the permissions your firm’s administrator has enabled for you.

Internal Employees: Submit HHTC feedback


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