Add a service for a client

Services represent the work that your firm performs for your clients. Use the following steps to add services for your clients.

You must have service templates set up prior to completing the steps below.

  1. Choose Setup > Clients.
  2. Click Add, or click the Edit button next to an existing client.
  3. Click the Services tab.
  4. Click Add, or the Edit button next to an existing service.
  5. Select a service from the Service field. Onvio pulls in the service information from the template. You can manually change some of the service information, except for fields that remain unavailable.
  6. Click Save. The service will appear in the client's Services list.