Service catalogue

The service catalogue is the main working surface of the Service module, a list of every service your business offers, from field jobs like installation and repair to in-house work like consulting and support retainers. Only your organisation’s services appear; you never see another organisation’s catalogue. Removed (deleted) services are never listed. Opening the list needs service-read permission, and what you can see follows your role’s data scope.

Browse the service list

Open Service from the main menu.
The list shows each service with its ID, name and type, plus columns for code, category, delivery mode, unit of measure, tax code, base cost and status.
Status badges tell you at a glance whether a service is active, inactive or draft.
Click a column header to sort, and use the pager to move through large catalogues. Sorting and paging are handled for you even on very large catalogues.
Click View on any row to open its read-only record.

If your catalogue is empty, the list shows a short message with a button to create your first service.

Search and filter

Type in the search box to match by service name, code or tax code. Search is case-insensitive and matches partial text, so “pump” finds “Pump Commissioning”.
Narrow the list further with the type, category, delivery mode and status filters. Filters and search combine.
If nothing matches, you see a friendly empty-state message rather than an error.
Every time you change the search or a filter, the list returns to the first page. Clear the search box to restore the full list. Your current search and filters are reflected in the page address, so you can bookmark or share a filtered view.

Customise your columns

Different roles care about different details, finance wants tax code and base cost, sales wants name and unit of measure.

Open the Columns menu above the list.
Tick or untick any column to show or hide it. At least one column must stay visible. The menu is fully keyboard-navigable.
Your choice is remembered for you personally, even after you reload or log in again, it does not affect anyone else, and it never carries across organisations.
Use Reset to return to the default columns.

Hiding a column only changes your on-screen view. Exports always include the full set of columns you are permitted to see.

Export the catalogue

Export the list for offline price-book sharing, quarterly reviews or a tax review with your CA.

Apply any search and filters you want, the export respects them.
Click Export.
You get an Excel/CSV file containing only your organisation’s services and only the columns you are allowed to see.
The header row includes code, name, category, delivery mode, unit of measure, tax code, base cost and status. The filename includes the date and the active filters. If there are no matching services, you still get a file with just the header row.

Large catalogues export in the background so you can keep working. If you do not have export permission, the action is blocked. Every export is recorded in the audit log.

View a service (read-only)

Sales and finance staff often need to see everything about a service without changing it.

Click View on a service.
You see all its saved details, basic information, every cost-component section, resources, attributes, skills and templates, along with the stored cost summary.
Nothing can be edited from this view unless you have edit permission and switch to edit mode.
A PDF export of the record is available.

Opening a service that belongs to another organisation, or one that has been removed, returns a “not found” result. Only your own organisation’s services can be viewed, and a user without read permission is not allowed to open them.