FAQs in this section
What are Services?
How do I print the service information?
Is services available in Sales Enterprise ?
Where is Services module used?
How do I create a Quote from a Service?
How do I create a Sales Order from a Service?
How do I create a Purchase Order from a Service?
How do I create a subscription from a Service?
How do I create an Invoice from a Service?
How do I change the template of service details before printing?
How do I change the category of a Service?
How do I create a Service from Quick Create?
What is the Expenses module in Vtiger CRM?
Is the Expenses module available as an add-on in Vtiger CRM?
Can I record the expenses like food, and travel incurred while closing a deal?
How do I record the expenses like food, and travel incurred in the Expenses module?
Is approval needed from Managers for the Expense record created in the Expense module?
Can I customize the picklist fields in the Expense module?
How is the Expense module useful for Field Sales agents?
What are the benefits of the Expense module in Vtiger CRM?
How do I install the Expense module in Vtiger CRM?
How do I add picklist fields in the Module Layouts and Fields?
How do I create an Expense record in the expenses module in Vtiger CRM?
How do I view an Expense record in the expenses module in Vtiger CRM?

How do I create a Service in Vtiger CRM?

You can create a new service by clicking the +Add Service button in the Services’ List view.
  1. Click the Inventory tab.
  2. Select the Services module.
  3. Click +Add Service button.
  4. Fill in all the necessary details.
  5. Click Save.
To learn more about Services, click here.
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