1. Navigate to Settings > Services.
  2. You see all services grouped by budget type.
  3. To add a service, click Add Service.
  4. Enter the name and optional description.
  5. Select the budget type: Fixed Fee, Hourly Rate, or Non-Billable.
  6. For Fixed Fee services, enter the default fee and currency.
  7. For Hourly Rate services, enter the estimated hours.
  8. Click Save.

Services are used when creating workflows, assigning services to clients, and creating invoices.