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Tracking SOLD SERVICES

Not “Packages”, but sold Services—

As most Designers know, a lof of Contracts are consolidated as a packages but have interal categories of service (Consulting, 3D design, Sourcing, Procurement…). We’d like to have the capability of tracking each service we sell to see which services out-preform others. There’s already the “Flat Rate Services” and “Timed Services” so let’s set up a system that can track each service and show an overview like how finances are broken down.

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  • Natalie Francoeur

    •

    May 12

    To follow on from this request, it would be so helpful to be able to run reports that track not only specific services sold but also product categories.