Organizing service items

RB User Guide > Setup > Service Item Subgroups

Organizing service items

To make finding a particular service item quicker, set up Service Subgroups, then arrange your company’s billable services into these subgroups. RB9 includes a default set of Service Subgroups. Some groups are required by RB9 and are uneditable, but you can add, delete or modify miscellaneous service subgroups.

Setup > Service Item Subgroups
To see existing subgroups:

Click to see all existing subgroups.
Click the Service Group and select 9. Misc. Charge to search only editable subgroups before clicking . See Lookup panel.

RB9 lists all subgroups that meet your search criteria. To:

Add a new subgroup
1. In the Service Item Subgroups window, click New.
2. In the New Service Item Subgroup window, enter a name in *Service Subgroup (required).
3. Click Save >
  - Save & New: To save the subgroup and add more subgroups.
  - Save & Close: When you have no more subgroups to add.
Modify an existing subgroup
1. Click the hyperlinked Service Subgroup name.
2. In the View Service Subgroup window, click Edit.
3. In the Edit Service Subgroup window, enter a new name in *Service Subgroup (required).
4. Click Save.
Delete a subgroup
1. Click the hyperlinked Service Subgroup name.
2. In the View Service Subgroup window, click Delete.
3. Click Yes in the popup.

BEST PRACTICES: Organize service items to save time

As your firm expands into other business areas, you will add more service items to the master list. It is not uncommon to end up with hundreds of service items. Organizing related service items into well-designed subgroups will help you find a particular service item quickly without scrolling up and down a long list.

NEXT: Set up service items

In Service Item Master, you enter all of the services you provide, along with their details including LEDES codes, if you provide e-billing to your clients.

Reference

Step-by-step instructions

Adding service items