- Navigate to Settings > Services.
- You see all services grouped by budget type.
- To add a service, click Add Service.
- Enter the name and optional description.
- Select the budget type: Fixed Fee, Hourly Rate, or Non-Billable.
- For Fixed Fee services, enter the default fee and currency.
- For Hourly Rate services, enter the estimated hours.
- Click Save.
Services are used when creating workflows, assigning services to clients, and creating invoices.