1. Service details: The service name, service owner, and duration available for a particular service, for example landscaping service can be for 3–6 hours.
   
2. Service members: The members (CRM users) who will provide the service or be at the appointment.
   
3. Service location: The location where a service will be carried out, for example, a salon service may be available at either the customer's residence or the salon, whereas landscaping will only be performed at the client's residence. Based on the service location that is configured, the appointment is scheduled at either the business address or client's address.
   
4. Service availability: The days and times when the service is available. You can also select a date range for services that are available for a limited period. The service time and day must be within the business hours set in your CRM account.
   
5. Price: The cost and tax details of a service.
   
6. Job sheet: Define whether the employee must submit a job sheet on completion of the service.
   

Enabling and accessing the service module

Services module is available for Professional or higher editions of Zoho CRM.

1. CRM Setup
   
2. Modules and Fields
   

1. Log in to your CRM account with Administrative privileges.
   
2. Go to Setup and click the More icon on the top menu bar.
   
3. Select the Services module.
   
4. Click Enable Services.
   

1. Log in to your CRM account with Administrative privileges.
   
2. Go to Setup > Customization > Modules and Fields.
   
3. Go to the Service module and click the More icon and then select Enable Module.
   
4. Click Get Started in the Services module.
   

1. Go to the Services module and click the More icon and then select Module Permission.
   
2. Select the profiles.
   
3. Click Save.
   

Customizing the Services layout

1. Service image
   
2. Service information
   
3. Availability information
   
4. Price information
   
5. Job sheet information
   
6. Description information
   

1. Navigate to Setup > Customization > Modules and Fields.
   
2. Select the Services module and then select Standard Layout.
   
3. Add the required fields from the New Fields section.
   
4. Click Edit properties to add values to the fields.
   
5. Drag and drop fields to other sections.
   
6. Click Save.
   

Creating services

Note: Ensure that the module is enabled before you create services.

1. Go to the Services module from the menu and click + Service.
   
2. Enter the Service Information, Service Availability Information, Price Information, Job Sheet Information, and Service Description.
   
3. Click Save.
   

Note: You can create a log for services that were previously offered by your company, but are no longer available. For example, if your company has discontinued its lawn care service, but you still want to enter it in your service catalog, you can create the service and set availability details.

Cloning services

1. Go to the Services module and select the service you want to clone.
   
2. In the record detail page, click the More icon and select Clone.
   
3. In the Clone service page, modify the information and click Save.
   

Marking services temporarily unavailable

1. For the rest of the day
   
2. Until tomorrow
   
3. Until the end of the week
   
4. Until the end of month
   
5. Until a specific date
   

1. Go to the Services module and select the service.
   
2. Click the More icon and select Mark as temporarily unavailable.
   
3. Select the time from the dropdown list.
   
4. Click Save.
   

Marking services as not in use

You can mark a service as not in use so your employees know it is not available. These services will not be listed when appointments are booked.You can mark the service as available again from the record detail page whenever you want.

1. Go to the Services module and select the service.
   
2. Click the More icon and select Mark as not in use.
   
3. Click Yes, Mark as not in use in the pop-up.
   
   

Managing and filling job sheets

Enabling job sheets

1. Navigate to Setup > Customization > Modules and Fields.
   
2. Select the Services module and click the Preferences tab.
   
3. Select Yes, I want to use job sheet in my organization.
   
4. Click No, I don't want to use job sheet in my organization, if you don't want to use job sheets.
   
5. Click Save. 
   Once the job sheet is enabled, it will be associated with all services. 
   

Customizing the job sheet

Note: The Job Sheet tab will only be displayed in the Services module if this feature has been enabled.

1. Go to Setup > Customization > Modules and Fields > Services.
   
2. Click the Job Sheet Layout tab.
   
3. Click More and then Edit Layout in the Standard layout.
   
4. Add the required fields from the New Fields section.
   
5. Click Save.