Creating and managing your services efficiently is crucial for smooth operations and accurate billing. Whether you’re setting up hourly support, selling hardware, or bundling services into packages, SuperOps makes it easy to organize and customize your service catalog.
Let’s see how you can quickly set up services, products, and packages tailored to your client’s needs.
Creating Services:
Services represent hour-based or quantity-based offerings you provide to clients, such as remote support or consulting hours. Here's how to set them up:
Navigate to Settings > Products and Services under the Contracts and Billing section.
2. Click the Create button in the top-right corner and select Service from the dropdown.
3. Fill in the Name and Description fields for the service.
4. Assign the service to a Category (each item can belong to only one category).
5. Choose the Service Type:
Hour-based: Specify rates for within and outside business hours. Optionally, set up rounding rules to the nearest minute(s).
Quantity-based: Define the Unit Cost and Unit Price instead of hourly rates.
6. Under Usage, choose the service items that will be included in this package.
7. Configure Tax Settings:
Enable taxation if applicable.
Optionally, select a tax region. If left unselected, the client-level tax rate will apply.
8. Once all details are complete, click Save to add the service to your catalog.
Creating Products:
Products refer to physical items you sell, such as laptops, routers, or other hardware.
Navigate to Settings > Products and Services under the Contracts and Billing section.
Click the Create button in the top-right corner and select Product from the dropdown.
3. Provide the Name and Description of the product.
4. Assign the product to a Category (each item can belong to only one category).
5. Enter the following details:
Unit Cost: The cost incurred per item.
Unit Price: The selling price per item.
6. Configure Tax Settings:
Enable taxation if applicable.
Optionally, choose a tax region. If left unselected, the client-level tax rate will apply.
📝 Note: SuperOps does not currently support inventory management.
7. Once all details are complete, click Save to add the product to your catalog.
Creating Packages:
Packages bundle multiple services or products into a single offering, like block hours, block money, or custom service bundles.
Navigate to Settings > Products and Services under the Contracts and Billing section.
Click the Create button in the top-right corner and select Package from the dropdown.
3. Provide the Name and Description of the package.
4. Assign the package to a Category (each item can belong to only one category).
5. Choose the Package Type:
Block Hour: Add total hours, cost per hour, and the total cost. Specify if hours are usable during business hours only or at all times.
Block Money: Define the total amount, applicable items, and whether it’s usable during business hours only or at all times. Also choose how the block money must be consumed - either by all service items or chosen ones.
Service Bundle: Select items included in the bundle and set the unit price.
6. Configure Tax Settings for all package types:
Enable taxation if applicable.
Optionally, select a tax region. If left unselected, the client-level tax rate will apply.
7. Click Save to add the package to your catalog.
Managing Service Items:
You can easily maintain and update your service catalog in SuperOps. Here’s what you can do:
Clone Items: Duplicate items for faster setup of similar offerings.
Mark Items as Inactive: Temporarily remove items from the active catalog.
Restore or Delete Items: Restore inactive items or delete them directly from the service catalog list.
Inline Edits: Quickly update unit price and unit cost for real-time adjustments.