- 1
Open Service Master
Go to Client & Legal → Service Master (/case-matter/service-master).
Tips- Services defined here are the catalog used by Service Orders and Quotations
- 2
Click Add Service
Click 'Add Service' to open the service creation page.
Tips- Group services by category for easier selection later
- 3
Enter service details
Define the service name, category, default rate and any HSN/SAC code.
What to enter
Field Type Description Example Service Name* text Name of the service offered Property Title Search Service Category* select Category the service belongs to Litigation / Documentation Default Rate number Standard price for the service 5000 HSN/SAC text Tax code for invoicing 998213 - 4
Save
Save the service. It's now available across the Case & Matter workflow.
Watch out for- A service already used on orders cannot be deleted