Setup

Add a service for a client

Services represent the work that your firm performs for your clients. Use the following steps to add services for your clients.
You must have service templates set up prior to completing the steps below.
  1. Choose Setup > Clients.
  2. Click Add, or click the Edit button next to an existing client.
  3. Click the Services tab.
  4. Click Add, or the Edit button next to an existing service.
  5. Select a service from the
    Service
     field. Onvio pulls in the service information from the template. You can manually change some of the service information, except for fields that remain unavailable.
    note
    If your firm uses staff billing rates, they must be set up in advance.
  6. Click Save. The service will appear in the client's Services list.

This article applies to:

  • Product: Onvio
  • Audiences: Staff