Creating Service Packages

Service packages are a powerful tool for helping you build jobs faster, simplify job pricing, and add consistency.

Creating a Service Package

To create or edit a service package:
    Open the service packages list, by selecting Catalogues and then Service Packages from the role centre navigation menu.
    From the Service Package List page, you can either edit an existing service package or create a new service package by selecting the New action.
    Fill in a Service Package No. (often an abbreviation of the description) and a Description for the package in the Service Package Card.
    In the General FastTab, there is a slider for Compress Document Lines, which, when enabled, compresses all the lines in this package on the printed document to show only the package description and its value.
    In the Main Description field, choose either Package Header or Package Version. This determines the description added to the document; Package Header is the description in the General FastTab, and Package Version is the description of the version you are about to set up in the Versions sub-page.

Note: The General FastTab's Extended Description field is used to provide more detailed information about the job. It appears on printouts if the Main Description is set to Package Header. Otherwise, extended descriptions are available for each version line.

    Under the Versions sub-page, you can now create any version of this package that you want. Add a description and then select Version Lines to add item and labour lines to this version.

    In the Service Package Version Lines, you can build the version as if it were lines on a Jobsheet, and we recommend using "Placeholder Items" like "MISC" to hold the place of items needed for this version.
    When finished, close the versions lines page by clicking on the go back icon in the top left corner. You can create as many versions as you want for this particular service package, with the option to custom reorder using the Move Up and Move Down arrows.
    When creating new versions, you might need to copy existing versions if they are similar and then edit some of the lines. To do this, choose either Copy, which duplicates the selected version to the line below, or Copy From, which lets you select versions from other packages to copy into this one.

Adding Fixed Prices and Discounts for the Service Package

    There is a Fixed Price and Discounts slider at the bottom of the Service Package Card under the Invoicing FastTab. If enabled, the prices and discounts within the versions will be added to the document as they are, rather than being pulled from the related labour or item card or any set-up pricing matrix. If you attempt to change the price on the document, you will be warned that it is part of a fixed price package and asked whether you want to break that special pricing.
    Additionally, within the version lines, you will see an extra column called Allow fixed price Qty. Change. If you select this option, the system will let you change the quantity of that version line in the document. It will adjust the unit price to keep the line value the same. This is useful for items like engine oil, where the exact quantity cannot be predicted.

Adding Checklist Template Code to Service Package Card

    To add a Checklist Template Code to a Service Package Card, select the code from the field named Checklist Template Code on the General FastTab. This ensures that service packages automatically add checklists to jobs when they are added to a jobsheet.
    When you create a new Jobsheet, select a Service Type that corresponds to a Service Package with a Checklist Template Code.
    As a result, the checklist is automatically added to the Jobsheet.

Adding a Service Package to a Jobsheet as a Technician

When logged in to the technician app, you can add a service package to a Jobsheet depending on the job's requirements. Here’s how:
    From the technician app, select Easy Clocking, then select Existing Jobsheet. Select the Jobsheet to which you want to add a service package by clicking on it.
    Select Open Jobsheet from the pop-up menu. Click the three vertical dots in the bottom right corner, then scroll down to the Lookup menu. Choose the Service Package option.
    Choose the service package to add in the Jobsheet. The service package will now be added to the Jobsheet, and you can begin working on the tasks in the Jobsheet.

Updating Service Package Prices

When labour or item prices are updated in Garage Hive, these changes do not automatically apply to the Service Package versions that include the affected labour or items. To update the Service Package prices, follow the steps below:
    In the top right corner, choose the search icon, enter Update Service Package Prices, and select the related link.
    In the pop-up window that appears, select the slider for Update Labour Prices, Update Item Prices, or both, depending on your requirements.
    In the Package No. and Version No. fields, select the specific Service Package and/or version for which you wish to update the prices. Alternatively, leave these fields blank to update all Service Packages in the system.
    Once completed, click OK.
    The prices will then be updated to match those in the item and labour cards.


See Also



Globe with Meridians English (UK, IE, IM and IZ). To find documentation in other regions where Garage Hive operates, click  here.