Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
The Service Page
A service’s details, actions, intake form and orders in one place.
Each service has its own page with its details, its intake form and its orders.
Overview
This guide walks through the service page.
Who Can Access
Step-by-Step Guide
Open a service
Click a service on the Services page. The tabs are Details, Intake Form and Orders.
Check the details
Service Details shows the name, category, price, status, total orders, folder, who is assigned and the deadline. Below are the description, the pricing and, for recurring services, the billing details.
Use the actions
The Actions card has Edit Service, Get Payment Link, Duplicate, Intake Form Builder, Intake Form Rules and Delete Service.
See its orders
The Orders tab lists every order of this service.
