FAQs in this section
What is a case?
How do I create a case?
How do I link a customer record to their case record?
What is the Is Billable field in Cases?
How do I link a service to a case?
How do I create a case using Quick Create?
What are the different statuses of a case?
How do I assign a case to a team in my company?
How do I find the responses to the Customer Satisfaction Survey?
What is the Customer Satisfaction Survey?
How does the Customer Satisfaction Survey work?
How do I find the Customer Satisfaction Survey workflow?
What is the difference between cases and internal tickets?
How do I mass-edit case details at once?
How do I filter cases depending on the Customer Satisfaction Survey feedback?
How do I set up a mailroom rule to create cases?
How do I reply to a case?
Why are there no closed states in Cases?
How do I reply to a case?
How do I convert a case to an FAQ?
How do I add Internal Comments on a Case?
How do I assign an SLA to a case?
What is the SLA Information block in Cases?
How do I create a case?
How do I enable automatic case creation from emails?
How can I reply to a case?
How are users notified when they are mentioned in a case comment?
What are the two default workflows set up for the Cases module?
How can I track the time spent on a case?
How do I create a Timelog for a case?
How do I stop the feedback emails sent after closing a Case?
What is the Similar Records option in Cases?
How does the Similar Records option help CRM users?

How do I link a Service to a Case?

When a customer reports a case that can be solved by providing a service, then you can add information about the service in the Service Details block. 
 Follow these steps to add service details in a case record:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Support.
  4. Click Cases.
  5. Select and open the case to which you want to add service details. 
  6. Click Deep Dive.
  7. Look for the Service Details block.
  8. Enter the following information:
    1. If the service is billable (chargeable) -
      • Is Billable - Must be enabled if the service is billable, prompts you to choose a service and enter the service rate.
      • Service - Link the service that is being provided.
      • Rate - Enter the service charges. 
      • Service type - The type of service provided.
      • Service location - The location of the service (Remote or Onsite).
    2. If the service is not billable -
      • Service type - The type of service provided.
      • Service location - The location of the service (Remote or Onsite).
Home Privacy Policy Terms of Service Security Center Policy & Legal Center Contact Us
© Copyright 2025 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube