Adding a round or service in My Service Planner : My Service Planner

How do I add a Service or a Round Print

Created by: Allan Gaunt

Modified on: Fri, 16 Mar, 2018 at 5:01 AM

Adding a round and a service is done in the same way so the instructions for both are the same.

1. Go to Lists

2. Click on Rounds or Services

3. Click Add

Description of options - Generic:

Is Default: If this is toggled, this round / service will become the default selected when adding a new job.

Disabled: You are not able to delete a round or service (for data integrity) so if you want it hidden and not available, you must toggle this option.

Round Only Options:

HTML Colour: This sets the colour of the round when being displayed on the planner. It's there to help you easily see which rounds are due based on the colours you set.

Screen shots and video to follow.

Allan is the author of this solution article.

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How do I add a Service or a Round Print

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