To create a New Service, first you need to create a New Type of Service. For more information, click here:
​ http://help.rentlysoft.com/en/articles/5407465-how-to-create-a-new-type-of-service
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To configure the Service Calendar together with its Alerts, click here:
​ http://help.rentlysoft.com/en/articles/5422885-how-to-configure-the-service-calendar
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Once you have the type of service created, you will be able to configure the Service and link it to the Type of Service.
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In case you need to configure one Service, you can click on the quick access or directly from the lateral vertical menu.
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For a quick access to Create a New Service, click on the Service Icon on the upper part of the Dashboard.
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To configure a New Service from the lateral vertical menu: Select Maintenance Service > All Services and click on "New"
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In both cases, you should complete the following information:
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* Enter the Car to which the Service is assigned
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*Indicate the Type of Service (previously created)
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*Enter the amount of km/miles the car has while starting the service
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*Select the Provider, in case of having one. ( It is needed for the provider to be previously created as a client)
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*Indicate the dates of the Service
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*Indicate the price of the Service
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*Select the status of the Service, which can be:
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- Programmed - meaning it already has a specific date and time
- In Progress - the service is in progress, so the car will be unavailable for bookings at that time
- Finalised - the service has ended
- Canceled - the service is cancelled.
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* Indicate if it is Fixed. For more information about the Difference between a Fixed Service or a NonFixed Service, you can find information here:
​ http://help.rentlysoft.com/en/articles/5333655-which-is-the-difference-between-a-fixed-service-and-a-nonfixed-service
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*Indicate if the Service is Blocked to Edition. For more information about the Difference between Blocking Edition or not:
​ http://help.rentlysoft.com/en/articles/5333656-which-is-the-difference-of-blocking-edition-of-a-service-or-not
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* Notes - you can add some notes in case of needing it.
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In case of needing to configure multiple Services at the same time, you should follow the following steps:
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1. Select Maintenance Services
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2. Select "Service Type template" (the one on the left)
It will download an excel to be completed accordingly.
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3. Complete the document.
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* Indicate the Name of the Service
* Indicate the Description of the Service
* Indicate the Default Price of the service
* Indicate the average amount of hours the service takes
* Select the Type of Associated Expense
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It is mandatory to fill in all the data from all the columns. It is important to mention that the last column " Type of Associated Expense" is to be completed with numbers. Which will be found at the "Types of Expenses" sheet.
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4. Once it is completed, select "Service Type Template" (from the right) to upload the completed document.
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In case you do not have permission to proceed with this transaction, inform your administrator so he can enable you the "Can administrate services" permissions