A client's services define what you do for them and at what price. Assigned services drive workflow creation, fee suggestions, invoice templates, and the Service Obligations report.

  1. Open the client's detail page.
  2. Click the Services tab.
  3. Click Add Service.
  4. Pick a service from the dropdown (configured in Settings > Services).
  5. Set the budget type for this client — overrides the service default:
  • Fixed Fee — agreed flat amount.
  • Hourly Rate — billed by time.
  • Client-Specific Fee — a per-client price for the same service.
  • Non-Billable — internal-only work.
  1. Enter the fee and currency.
  2. (Optional) Assign default owners and assignees for workflows of this service.
  3. (Optional) Set the service period if it follows a regular cycle (Monthly, Quarterly, Yearly).
  4. Click Save.

The service is now tied to the client. When you create a workflow for them, the service dropdown is pre-filtered to their assigned services and the budget defaults are pre-populated.

Tip: Use Bulk Assign from the services list page to add the same service to many clients at once — handy when you sign a new client tier and need to apply it consistently.

Note: Removing a service from a client does not affect existing workflows or invoices — it only prevents the service from appearing in new workflow creation.