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:- Log in to your CRM account.
- Click the Main Menu.
- Go to Support.
- Click Cases.
- Select and open the case to which you want to add service details.
- Click Deep Dive.
- Look for the Service Details block.
- Enter the following information:
- 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).
- If the service is not billable -
- Service type - The type of service provided.
- Service location - The location of the service (Remote or Onsite).