Services

Services are at the core of SPP workflows. Services can be used in invoices and forms so that orders created from the service have the same behavior.

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Service Options

Go to Services → Add New to create a new service. Here are all the options you can configure for a service...

General service options

Service name
If you have different tiers of service like Basic / Pro we usually recommend setting them up as separate services, e.g. Video Editing Starter or Video Editing Pro.

Description
Use this as an opportunity to remind the client what is included in the service, and the benefits.

Price
You can set a one-time price, or a recurring price. You can also do free or paid trials. You can even do free services if you like to live dangerously.

Recurring service options

These options are available to recurring services and control how subscription payments are handled.

No action
Useful for services like website hosting when you don't need to do any work when the subscription renews.

Reopen the same order every month
You send deliverables for that month, mark the order as complete. Next month the order automatically goes back into your todo list. This is ideal for ongoing things such as SEO campaigns for a single website.

New order(s) every month
If the work you do that month is not related to the previous month then this is the way to go. A good example would be a content writing service that delivers a new article every month where you treat each article as an individual project.

Service requests
For example, clients subscribe and can request up to 10 graphic design tasks per month. Each request is an independent project.

Other options

Show in services page 
Using this option you're effectively making the service public so that anyone with access to your client portal can purchase it from your services page.

Group multiple quantities 
By default multiple quantities of a purchased service are added as independent orders. Grouping quantities is useful if you sell services like content were each purchased quantity represents one word.

Assign to a team member 
If you have different team members responsible for different services you can auto-assign services to your team. You can always reassign orders manually.

Set a deadline
Deadlines in SPP are not shown to clients but they do help your team prioritize what they're working on. Countdown is only started after client has provided their project details.

Add-on services

Let's say you have your Content Creation service and another service for Custom Blog Post Images. The latter service is usually purchased together with Content Creation so we can make it an add-on.

When a customer purchases an add-on service together with its parent service, both will be grouped in a single order for your team to work on.

Keep in mind that add-on services are not visible in the Services page for your clients. You’ll have to add them as an optional service in your order forms.

Pricing Options

The basic service options allow you to set up one fixed or recurring price. Pricing variants let you offer the same service in different variations, for example a 1,000 word article, or a 2,000 word article.

Inline image

In the example above you can see the link building service has two configurable options: Domain Authority and Word Count. When the client selects an option, their price will be shown.

To set this up, go to the Pricing Options tab when editing your service. Here you can set up variant categories and the options in each variant.

Inline image

SPP automatically populates the list of available combinations, and you can set the price of each option combo. You can also uncheck any option pairs that are not available together.

Organizing Your Services

In your admin panel go to the services list and drag & drop any service to change the display order.

To move a service into a folder, check the box next to the service and select Move to a folder from the bulk actions dropdown at the bottom.

This will create a new folder, which you can edit to add a description and upload an image for it.

Inline image

The Services Page

Your client portal comes with a page that lists all your public services. As with any other client-side page, you can change it via the template editor.

You can also remove or rename the Services menu item, or even replace the link with a link to an order form instead.