Set up services with predefined tasks

Services are the building blocks of your scopes and projects. When you add a service to a scope, Graysync uses its price. When the service is used in a project, its predefined tasks are added for you.

Go to Admin Console → Project → Services. Switch between One-off services and Recurring services. Each service shows its predefined tasks, how many projects use it and its price. A Locked label means its task list is locked.

Click Add New Service, or open an existing service and click Edit. Enter the Service Name, Service Cost, Service Type and a Description.

1. Under Pre Defined Tasks, click New task and enter a title.
2. Set an estimated duration in hours, days, weeks, months or years.
3. Drag the handles to put the tasks in order.
4. Turn on Lock Task List if you don’t want people adding more tasks to this service.
5. Save your changes.

A service’s price is the default selling price when a scope uses service-based pricing. If you use role-based prices instead, role prices are used and the service price is ignored. See Scope a project with a quote.