Services

The Services configuration in DOP is made of two parts:

1. Service Categories
2. Service Activities

This configuration is essential to:

• Create jobs (Jobs)
• Generate invoices (manual or automatic)
• Standardize prices and times
• Organize the Schedule
• Feed payroll hour calculations (hours, drive time, tips — the system does not process payroll payments)

1. Where to configure Services

Routes in the system:

• Menu → Sales → Service Categories
• Menu → Sales → Service Activities

2. Service Categories

Service Categories are used to group similar services.

Examples:

• Residential Cleaning
• Vacation Rental Cleaning
• Maintenance Services
• Deep Cleaning Packages

This keeps your service list organized and professional.

The main view shows:

• Name
• Description
• New button

Create a new Service Category

1. Go to Sales → Service Categories

2. Click New

3. Fill the form:

   • Name – e.g. Residential Cleaning
   • Description – short description of the type of services included

4. Save

“I create a new category to group my services. This helps keep my catalog organized and makes it easier to find services when creating a job.”

3. Service Activities

Service Activities represent the real services you sell to customers.

Examples:

• Maid Service
• Housekeeping
• Deep Cleaning
• Airbnb Turnover
• Carpet Cleaning

They are used in:

• Job creation
• Billing
• Schedule
• Payroll (calculation)

Each activity must belong to a previously created category.

Create a new Service Activity

1. Go to Sales → Service Activities
2. Click New
3. Fill the form:

Activity Details

• Name

  • Name of the service (e.g. Maid Services)

• Time (optional)

  • Estimated duration in hours
  • Helps the Schedule and avoids overlapping jobs

• Amount

  • Price of the service
  • Used in Jobs and Invoices

• Description

  • Additional details about the service

Assign Category

• Service
  • Select the category this activity belongs to
  • Example: Maid Service → Residential Cleaning

“After creating my categories, I add each activity I will use. These activities are the ones that show up when I create a Job or an invoice.”

4. Automatic grouping

The Service Activities view is automatically grouped by category, which makes managing prices and times easier.

5. Where Services are used in the system

Once created, services are used in:

• ✔ Job creation
• ✔ Manual or automatic billing
• ✔ Specific rates per property
• ✔ Schedule and dispatching
• ✔ Payroll (only hour/drive/tip calculation – no payroll payments)

6. Important rules

• You must create categories before activities
• Each activity belongs to only one category
• Price and time can be edited at any moment
• Services can be associated with properties to set custom prices