How to group different services together in one view

1

I work in IT and I have a number of different services.

The two broad categories that I have is Setup and Annual. It is useful to see the distinction because there are a number of Setup Services specific to new clients as well as the Annual Services obviously.

So for example IT Remote Support would be annual and Configure Server would be Setup

Within those two broad categories I have about 50 different services eg IT Remote Support, On-site Support, Backup Databases, Email etc. These services are already categorised e.g. IT Support, Backup, Email, Broadband etc.

I would find it useful to be able to list all my services within Manager so that I can provide this to myself and my marketing company with the latest pricing and list of services instead of having this in a separate excel spreadsheet which obviously does not update the prices, services and service descriptions in real time.

I have other entries in Non-Inventory Items that are not related to Services provided to clients and my Inventory Items has hundreds of IT Equipment that I sell. So neither of these are very useful for this specific option.

How would be best to achieve this in Manager?

2

It isn’t quite clear whether you want to show all these services at one time, sorted into groups, or just one group at a time. But you may have already implemented a solution to your need:

If you categorized services via custom fields, and checked the custom fields to show as columns, you can search for a group in the non-inventory items list, then copy and paste the results into a spreadsheet. And there is no reason you might not have more than one field, say one for the broad Setup and Annual groups and another for Remote Support, On-Site Support, etc. That would give you more search options.

1 Like
3

Then use the Sales Invoice Totals by Custom Field report may help

4

I think for the moment, I will have to go with Tut’s solution as this seems to be the only way to do it. I have made a feature request in a new topic.