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Help Center › Admin screens, field by field › Settings → Services: templates list, versions and job profit
Settings → Services: templates list, versions and job profit
The Services tab button, the Services screen, archive and default actions, version history with compare and restore, and the Job profit report.
On this page
In the Contractor Hub, Settings → Business → Services shows a short card named Service templates with one button, 🧩 Open Services. That button takes you to the Services area (it is also a square and a menu item in the Hub). Services holds your reusable service templates: defaults for price, duration, crew, scope, materials, checklist, messages and automations, with version history and job profit.
What you can do depends on your team permissions. The owner can do everything. Other roles may be allowed to use templates but not change them (the screen then says “Your role can use these templates on jobs. Only the owner (or a manager, if allowed) can change them.”). The cost fields and the Job profit tab need the cost permission.
Before you start
- A rough idea of your services and prices. Starter services come with scope and checklists but no prices: you add those.
- To fill in costs, your Costs & markups settings (see the costs article) should be set.
Fields
Settings → Services tab
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
| Service templates card text | Explains that reusable services live in their own area. | Read it. | Display only. |
| 🧩 Open Services (button) | Opens the Services area. | Press it. | Same as the Services square. |
Services screen
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
| ➕ New service (button at the top) | Opens the template editor to create a template. See the template editor article for every field. | Press it. | Only shown if you may edit templates. |
| Tabs: 🧩 Templates, 🗄️ Archived, 📈 Job profit | Switch between live templates, archived templates and the profit report. | Tap a tab. | Job profit shows only with the cost permission. The profit tab is named with the Hub word for it, “Job profit”. |
| Search services (search box) | Filters the list by words in the name or category. | Type part of a name. | — |
| Add starter services (button, shown when the list is empty) | Adds a set of starter services with scope and checklists but no prices. | Press it, then add your prices to each. | Message says how many were added. |
| Tap a template row | Opens the editor on that template. Roles without edit permission see its version history instead. | Tap the name. | Each row shows price, hours, crew, billing, season and “used N×”, plus a version number such as v3. |
| 🕘 Version history (icon on each row) | Opens the version history window. | Tap it. | See below. |
| ⭐ / ☆ Default for category (icon on each row) | Makes the template the default for its category, so it is preselected when someone adds a service in that category. Tap again to clear. | Tap the star. | Needs the permission to set defaults. |
| ⧉ Duplicate (icon on each row) | Opens the editor with a copy named “name (copy)”. Nothing is saved until you press Save template. | Tap it. | — |
| 🗄️ Archive or delete, ♻️ Restore (icon on each row) | Archive hides a template from pickers. If a template was never used you are asked if you want to delete it for good (Cancel archives it instead). On the Archived tab the icon restores it. | Tap it. An undo notice appears after archiving. | Existing quotes and jobs are unaffected. |
Version history window
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
| Compare checkbox on each version | Tick exactly two versions to compare them. | Tick two. | The compare button stays off until exactly two are ticked. |
| View (button) | Shows the full contents of that version in a list. | Press View. | The current version is marked “current”. |
| Restore (button) | Brings an older version back as a new version. History is kept. You are asked to confirm. | Press Restore, then OK. | Not shown for the current version or without edit permission. |
| Compare the two ticked (button) | Shows a table of fields that differ between the two versions. | Press it. | Says “no differences” when identical. |
Job profit tab
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
| From | Start date of the report. | Pick a date. | Default 1 January this year. |
| To | End date. | Pick a date. | Default today. |
| Category | Limits the report to one category. | Pick All categories or one category. | Default All categories. |
| Show (button) | Loads the report: jobs, revenue, estimated and actual cost, estimated and actual hours, estimated and actual margin per service. | Press it. | Actual figures count only jobs where actuals were recorded. |
Steps
- Open Settings → Business → Services and press 🧩 Open Services (or tap the Services square).
- If the list is empty, press Add starter services or New service.
- Fill in the template (see the template editor article) and press Save template.
- Use the ⭐ star to make your favourite the default for its category.
- After changing a template, open 🕘 to see the new version number. Old quotes and invoices keep the version they used.
- Use the Job profit tab to see which services make money.
Tips
- Every save of a template is a new version, so a template change never alters an existing estimate, proposal, contract, invoice or finished job.
- Archive rather than delete: you can bring it back.
- Duplicate a template to make a seasonal variation.
If something goes wrong
- No New service button. Your role cannot edit templates. Ask the owner.
- No Job profit tab. It needs the cost permission.
- Job profit says no finished work. Add services to visits, quotes and invoices, then record actuals when jobs are done.